Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
89
2024
Q2
Hold
0
137
2024
Q1
Hold
0
165
2023
Q4
Hold
0
165
2023
Q3
Hold
0
164
2023
Q2
Hold
0
175
2023
Q1
Hold
0
229
2022
Q4
Hold
0
237
2021
Q1
Sell
-1,296
Closed -$330K 258
2020
Q4
$330K Buy
+1,296
New +$330K 0.02% 56
2020
Q3
Sell
-1,557
Closed -$312K 178
2020
Q2
$312K Buy
+1,557
New +$312K 0.04% 70