Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.83M Buy
+49,200
New +$4.83M 0.04% 282
2025
Q1
Hold
0
748
2024
Q4
Hold
0
773
2024
Q3
Hold
0
779
2024
Q2
Hold
0
771
2024
Q1
Hold
0
776
2023
Q4
Hold
0
792
2023
Q3
Hold
0
798
2023
Q2
Hold
0
827
2023
Q1
Hold
0
828
2022
Q4
Hold
0
827
2022
Q3
Hold
0
805
2022
Q2
Hold
0
823
2022
Q1
Hold
0
780
2021
Q4
Hold
0
763
2021
Q3
Hold
0
740
2021
Q2
Hold
0
771
2021
Q1
Hold
0
755
2020
Q4
Hold
0
761
2020
Q3
Sell
-10,000
Closed -$2M 704
2020
Q2
$2M Sell
10,000
-20,000
-67% -$4M 0.08% 231
2020
Q1
$3.67M Buy
+30,000
New +$3.67M 0.21% 123
2019
Q4
Hold
0
793
2019
Q3
Hold
0
788
2019
Q2
Hold
0
760