Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
18
2024
Q4
Hold
0
15
2023
Q1
Hold
0
41
2022
Q4
Hold
0
47
2022
Q3
Hold
0
45
2022
Q2
Hold
0
42
2022
Q1
Hold
0
39
2021
Q4
Hold
0
36
2021
Q3
Hold
0
30
2021
Q2
Sell
-30,000
Closed -$6.68M 27
2021
Q1
$6.68M Buy
+30,000
New +$6.68M 0.63% 3
2020
Q4
Sell
-129,000
Closed -$18.4M 17
2020
Q3
$18.4M Buy
+129,000
New +$18.4M 17.53% 1