Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-38,375
Closed -$3.39M 101
2024
Q3
$3.39M Buy
38,375
+18,435
+92% +$1.63M 1.29% 31
2024
Q2
$1.5M Buy
19,940
+495
+3% +$37.3K 0.62% 51
2024
Q1
$1.83M Buy
+19,445
New +$1.83M 0.76% 49
2017
Q1
Sell
-60,500
Closed -$3.08M 85
2016
Q4
$3.08M Sell
60,500
-10,425
-15% -$530K 1.84% 27
2016
Q3
$3.73M Buy
70,925
+3,725
+6% +$196K 2.28% 19
2016
Q2
$3.71M Buy
+67,200
New +$3.71M 2.51% 17