Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.1M Buy
21,448
+2,975
+16% +$153K 0.24% 83
2024
Q3
$882K Buy
+18,473
New +$882K 0.14% 154
2016
Q1
Sell
-16,193
Closed -$200K 203
2015
Q4
$200K Sell
16,193
-1,153
-7% -$14.2K 0.11% 205
2015
Q3
$211K Sell
17,346
-5,623
-24% -$68.4K 0.14% 186
2015
Q2
$328K Buy
+22,969
New +$328K 0.19% 145