Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-57,000
Closed -$1.01M 253
2023
Q3
$1.01M Hold
57,000
0.35% 60
2023
Q2
$1.11M Hold
57,000
0.43% 52
2023
Q1
$1.11M Hold
57,000
0.44% 57
2022
Q4
$1.21M Hold
57,000
0.41% 49
2022
Q3
$1.26M Hold
57,000
0.53% 40
2022
Q2
$1.41M Hold
57,000
0.56% 39
2022
Q1
$1.98M Hold
57,000
0.56% 32
2021
Q4
$2.17M Hold
57,000
0.59% 29
2021
Q3
$2.2M Hold
57,000
0.57% 28
2021
Q2
$1.91M Hold
57,000
0.52% 29
2021
Q1
$2.01M Hold
57,000
0.73% 48
2020
Q4
$1.84K Buy
57,000
+5,000
+10% +$161 0.56% 57
2020
Q3
$1.75M Buy
+52,000
New +$1.75M 0.66% 36