Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
205
2023
Q4
Sell
-13,914
Closed -$147K 197
2023
Q3
$147K Buy
+13,914
New +$147K ﹤0.01% 154
2022
Q1
Sell
-100,000
Closed -$4.27M 271
2021
Q4
$4.27M Buy
+100,000
New +$4.27M 0.06% 113
2019
Q3
Sell
-200,000
Closed -$13.1M 184
2019
Q2
$13.1M Hold
200,000
0.31% 57
2019
Q1
$15.7M Buy
+200,000
New +$15.7M 0.36% 58