Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,000
Closed -$1.71M 110
2024
Q1
$1.71M Buy
+10,000
New +$1.71M 0.04% 81
2020
Q4
Hold
0
123
2020
Q3
Hold
0
121
2016
Q2
Hold
0
51
2016
Q1
Hold
0
45
2015
Q4
Hold
0
45
2015
Q3
Hold
0
40
2014
Q1
Hold
0
43
2013
Q4
Hold
0
36
2013
Q3
Sell
-1,400,000
Closed -$19.8M 41
2013
Q2
$19.8M Buy
+1,400,000
New +$19.8M 0.62% 9