Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
71
2024
Q4
Hold
0
84
2024
Q3
Hold
0
86
2020
Q4
Hold
0
128
2020
Q3
Hold
0
169
2020
Q2
Hold
0
82
2020
Q1
Hold
0
86
2019
Q3
Hold
0
89
2019
Q2
Hold
0
79
2019
Q1
Hold
0
94
2018
Q4
Sell
-276,000
Closed -$4.87M 133
2018
Q3
$4.87M Sell
276,000
-302,010
-52% -$5.33M 0.72% 11
2018
Q2
$13.2M Buy
+578,010
New +$13.2M 1.99% 6
2018
Q1
Hold
0
83
2017
Q4
Hold
0
60
2017
Q3
Hold
0
81
2017
Q2
Hold
0
121
2017
Q1
Hold
0
115