Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
169
2024
Q4
Hold
0
173
2024
Q3
Hold
0
159
2023
Q2
Sell
-9,000
Closed -$1.87M 147
2023
Q1
$1.87M Buy
+9,000
New +$1.87M 0.71% 32
2022
Q2
Sell
-9,000
Closed -$3.23M 223
2022
Q1
$3.23M Buy
+9,000
New +$3.23M 1.28% 16
2021
Q4
Hold
0
299
2021
Q3
Hold
0
293
2021
Q2
Hold
0
312
2021
Q1
Hold
0
303
2019
Q2
Hold
0
109
2019
Q1
Hold
0
94
2018
Q3
Hold
0
145
2018
Q2
Sell
-9,000
Closed -$160K 152
2018
Q1
$160K Buy
+9,000
New +$160K 0.11% 64
2017
Q4
Hold
0
132