Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,870
Closed -$605K 773
2024
Q1
$605K Buy
3,870
+217
+6% +$33.9K 0.02% 423
2023
Q4
$581K Sell
3,653
-121
-3% -$19.3K 0.02% 429
2023
Q3
$499K Buy
+3,774
New +$499K 0.02% 410
2016
Q1
Sell
-23,900
Closed -$677K 302
2015
Q4
$677K Buy
+23,900
New +$677K 0.3% 110
2015
Q2
Sell
-51,446
Closed -$1.91M 249
2015
Q1
$1.91M Buy
+51,446
New +$1.91M 0.27% 67