Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
162
2024
Q4
Hold
0
154
2024
Q3
Hold
0
136
2024
Q2
Hold
0
161
2024
Q1
Hold
0
164
2023
Q4
Hold
0
173
2023
Q3
Hold
0
282
2023
Q2
Hold
0
307
2023
Q1
Hold
0
201
2022
Q4
Hold
0
115
2022
Q3
Hold
0
350
2022
Q2
Hold
0
452
2017
Q4
Hold
0
1061
2017
Q3
Hold
0
1049
2017
Q2
Hold
0
945
2017
Q1
Hold
0
733
2016
Q4
Hold
0
807
2016
Q2
Sell
-7,807
Closed -$284K 1011
2016
Q1
$284K Sell
7,807
-7,193
-48% -$262K ﹤0.01% 780
2015
Q4
$491K Buy
+15,000
New +$491K ﹤0.01% 675
2014
Q4
Sell
-17,700
Closed -$579K 1043
2014
Q3
$579K Buy
+17,700
New +$579K 0.01% 611