Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
399
2024
Q2
Hold
0
380
2024
Q1
Hold
0
331
2023
Q3
Hold
0
287
2023
Q2
Hold
0
304
2022
Q3
Hold
0
310
2022
Q2
Hold
0
290
2017
Q2
Sell
-30,000
Closed -$4.01M 244
2017
Q1
$4.01M Sell
30,000
-48,000
-62% -$6.42M 0.2% 81
2016
Q4
$7.82M Buy
+78,000
New +$7.82M 0.52% 29