Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Hold
0
277
2022
Q1
Hold
0
352
2021
Q4
Hold
0
336
2020
Q3
Hold
0
131
2020
Q2
Hold
0
131
2015
Q3
Sell
-431,000
Closed -$19M 64
2015
Q2
$19M Buy
431,000
+309,000
+253% +$13.6M 3.94% 2
2015
Q1
$7.2M Buy
+122,000
New +$7.2M 2.74% 10