Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Hold
0
175
2024
Q1
Hold
0
220
2023
Q4
Hold
0
219
2023
Q3
Hold
0
209
2023
Q2
Hold
0
227
2023
Q1
Hold
0
299
2022
Q4
Sell
-12,752
Closed -$338K 300
2022
Q3
$338K Buy
+12,752
New +$338K 0.18% 62
2022
Q2
Hold
0
256
2022
Q1
Sell
-15,395
Closed -$646K 290
2021
Q4
$646K Buy
+15,395
New +$646K 0.06% 44
2021
Q3
Hold
0
280
2021
Q2
Hold
0
303
2021
Q1
Hold
0
332
2020
Q4
Sell
-13,339
Closed -$487K 266
2020
Q3
$487K Buy
+13,339
New +$487K 0.04% 31
2020
Q2
Hold
0
232
2020
Q1
Hold
0
190
2019
Q4
Hold
0
195