Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
1635
2023
Q4
Hold
0
1844
2021
Q3
Hold
0
2625
2021
Q2
Hold
0
2619
2019
Q2
Hold
0
2088
2019
Q1
Hold
0
2067
2018
Q4
Hold
0
2084
2018
Q3
Hold
0
2084
2017
Q4
Hold
0
2701
2017
Q3
Sell
-8,624
Closed -$671K 2980
2017
Q2
$671K Sell
8,624
-734
-8% -$57.1K 0.02% 398
2017
Q1
$673K Buy
+9,358
New +$673K 0.03% 392
2016
Q4
Sell
-807
Closed -$52K 3310
2016
Q3
$52K Sell
807
-193
-19% -$12.4K ﹤0.01% 1414
2016
Q2
$63K Buy
+1,000
New +$63K ﹤0.01% 1258
2016
Q1
Hold
0
3277
2015
Q4
Hold
0
3217