Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-44,100
| Closed | -$704K | – | 800 |
|
|
2024
Q3 | $704K | Buy |
+44,100
| New | +$704K | 0.02% | 394 |
|
|
2014
Q1 | – | Sell |
-9,316
| Closed | -$668K | – | 242 |
|
|
2013
Q4 | $668K | Sell |
9,316
-8,206
| -47% | -$588K | 0.11% | 107 |
|
|
2013
Q3 | $1.23M | Sell |
17,522
-4,214
| -19% | -$297K | 0.23% | 76 |
|
|
2013
Q2 | $1.35M | Buy |
+21,736
| New | +$1.35M | 0.25% | 85 |
|