Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-37,576
Closed -$1.72M 1614
2024
Q1
$1.72M Buy
+37,576
New +$1.72M 0.07% 462
2016
Q1
Sell
-6,590
Closed -$269K 406
2015
Q4
$269K Hold
6,590
0.13% 257
2015
Q3
$236K Hold
6,590
0.13% 255
2015
Q2
$276K Buy
+6,590
New +$276K 0.15% 230