Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,000
Closed -$3.89M 383
2025
Q1
$3.89M Buy
+15,000
New +$3.89M 0.1% 108
2024
Q2
Hold
0
350
2024
Q1
Hold
0
340
2021
Q1
Hold
0
392
2020
Q4
Hold
0
155
2020
Q3
Hold
0
95
2020
Q2
Hold
0
89
2020
Q1
Hold
0
85
2019
Q4
Hold
0
97
2019
Q3
Hold
0
111
2019
Q2
Hold
0
108
2018
Q4
Hold
0
105
2018
Q3
Hold
0
107
2018
Q2
Hold
0
101
2018
Q1
Hold
0
98
2017
Q4
Hold
0
104
2017
Q3
Hold
0
96
2017
Q2
Hold
0
92
2017
Q1
Hold
0
77
2016
Q4
Hold
0
84
2016
Q3
Hold
0
83
2016
Q2
Hold
0
91