Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
1554
2024
Q2
Hold
0
1500
2024
Q1
Hold
0
1412
2023
Q4
Hold
0
1420
2023
Q3
Hold
0
1352
2023
Q2
Sell
-9,856
Closed -$695K 1225
2023
Q1
$695K Buy
+9,856
New +$695K 0.01% 302
2022
Q4
Sell
-5,036
Closed -$293K 1327
2022
Q3
$293K Buy
+5,036
New +$293K 0.01% 615
2022
Q2
Hold
0
1211
2022
Q1
Sell
-3,668
Closed -$320K 1089
2021
Q4
$320K Buy
+3,668
New +$320K 0.01% 395
2021
Q3
Hold
0
832
2021
Q2
Hold
0
692