Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1042
2025
Q1
Hold
0
1060
2023
Q2
Sell
-19,000
Closed -$1.64M 935
2023
Q1
$1.64M Hold
19,000
0.03% 461
2022
Q4
$1.3M Hold
19,000
0.02% 614
2022
Q3
$1.08M Buy
+19,000
New +$1.08M 0.02% 671
2021
Q1
Sell
-19,100
Closed -$4.86M 1034
2020
Q4
$4.86M Buy
+19,100
New +$4.86M 0.08% 105
2020
Q3
Sell
-2,180
Closed -$437K 578
2020
Q2
$437K Buy
+2,180
New +$437K 0.01% 429