Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
393
2024
Q4
Hold
0
491
2024
Q3
Hold
0
517
2024
Q2
Hold
0
541
2018
Q4
Sell
-55,000
Closed -$1.26M 263
2018
Q3
$1.26M Buy
55,000
+11,300
+26% +$258K 0.03% 190
2018
Q2
$1.03M Buy
+43,700
New +$1.03M 0.02% 204
2013
Q3
Sell
-95,275
Closed -$3.19M 468
2013
Q2
$3.19M Buy
+95,275
New +$3.19M 0.06% 280