Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,469
Closed -$260K 156
2024
Q1
$260K Buy
+1,469
New +$260K 0.12% 137
2014
Q2
Sell
-3,500
Closed -$212K 128
2014
Q1
$212K Sell
3,500
-2,029
-37% -$123K 0.08% 111
2013
Q4
$350K Buy
5,529
+1,685
+44% +$107K 0.14% 85
2013
Q3
$246K Buy
+3,844
New +$246K 0.11% 96