Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
72
2023
Q4
Hold
0
70
2023
Q1
Hold
0
80
2022
Q4
Hold
0
89
2022
Q3
Hold
0
107
2022
Q2
Sell
-10,170
Closed -$471K 111
2022
Q1
$471K Buy
10,170
+3,972
+64% +$184K 0.08% 41
2021
Q4
$623K Buy
6,198
+2,084
+51% +$209K 0.06% 45
2021
Q3
$490K Buy
+4,114
New +$490K 0.23% 51