Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
1147
2024
Q4
Hold
0
1051
2024
Q1
Hold
0
946
2023
Q4
Hold
0
926
2022
Q4
Hold
0
909
2022
Q3
Hold
0
929
2021
Q4
Sell
-505
Closed -$24K 996
2021
Q3
$24K Buy
+505
New +$24K ﹤0.01% 500
2021
Q2
Hold
0
860
2019
Q2
Sell
-73,731
Closed -$1.37M 465
2019
Q1
$1.37M Buy
+73,731
New +$1.37M 0.08% 56
2018
Q4
Sell
-28,914
Closed -$1.14M 388
2018
Q3
$1.14M Buy
+28,914
New +$1.14M 0.06% 79
2018
Q2
Sell
-28,914
Closed -$1.02M 301
2018
Q1
$1.02M Buy
+28,914
New +$1.02M 0.14% 48