Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,732
Closed -$80.9K 1992
2024
Q2
$80.9K Buy
+14,732
New +$80.9K ﹤0.01% 1880
2020
Q2
Sell
-10,437
Closed -$75K 683
2020
Q1
$75K Buy
+10,437
New +$75K 0.01% 574
2015
Q3
Sell
-10,116
Closed -$61K 385
2015
Q2
$61K Buy
+10,116
New +$61K 0.01% 393
2015
Q1
Sell
-11,277
Closed -$108K 428
2014
Q4
$108K Sell
11,277
-2,253
-17% -$21.6K 0.01% 409
2014
Q3
$124K Sell
13,530
-733
-5% -$6.72K 0.01% 451
2014
Q2
$157K Sell
14,263
-4,409
-24% -$48.5K 0.02% 412
2014
Q1
$261K Sell
18,672
-9,371
-33% -$131K 0.03% 381
2013
Q4
$335K Buy
28,043
+3,846
+16% +$45.9K 0.03% 356
2013
Q3
$248K Buy
24,197
+2,781
+13% +$28.5K 0.03% 396
2013
Q2
$285K Buy
+21,416
New +$285K 0.03% 305