Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
387
2025
Q1
Hold
0
387
2024
Q1
Hold
0
449
2023
Q4
Hold
0
475
2023
Q3
Hold
0
536
2023
Q2
Hold
0
587
2023
Q1
Hold
0
730
2022
Q4
Hold
0
792
2022
Q3
Hold
0
883
2022
Q2
Hold
0
1013
2022
Q1
Hold
0
1127
2021
Q1
Hold
0
996
2020
Q4
Hold
0
955
2020
Q3
Hold
0
797
2020
Q2
Hold
0
774
2020
Q1
Hold
0
668
2019
Q4
Hold
0
642
2019
Q3
Hold
0
598
2019
Q2
Hold
0
565
2019
Q1
Hold
0
567
2016
Q4
Hold
0
511
2016
Q3
Hold
0
516
2016
Q2
Hold
0
455
2015
Q4
Hold
0
481
2015
Q3
Hold
0
456
2015
Q2
Hold
0
464
2015
Q1
Hold
0
495
2014
Q4
Hold
0
555
2014
Q3
Sell
-38,906
Closed -$1.62M 572
2014
Q2
$1.62M Buy
38,906
+1,332
+4% +$55.4K 0.06% 159
2014
Q1
$1.6M Buy
+37,574
New +$1.6M 0.07% 181