Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,311
Closed -$372K 1514
2024
Q2
$372K Buy
+6,311
New +$372K 0.01% 1026
2018
Q2
Sell
-63,522
Closed -$915K 376
2018
Q1
$915K Sell
63,522
-3,899
-6% -$56.2K 0.18% 192
2017
Q4
$681K Sell
67,421
-16,810
-20% -$170K 0.16% 205
2017
Q3
$973K Sell
84,231
-340
-0.4% -$3.93K 0.22% 174
2017
Q2
$655K Buy
+84,571
New +$655K 0.18% 192
2014
Q4
Sell
-25,583
Closed -$169K 325
2014
Q3
$169K Buy
+25,583
New +$169K 0.13% 247
2014
Q2
Sell
-118,550
Closed -$337K 337
2014
Q1
$337K Buy
+118,550
New +$337K 0.13% 224