Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
124
2024
Q2
Hold
0
135
2021
Q1
Sell
-11,858
Closed -$56K 649
2020
Q4
$56K Buy
+11,858
New +$56K ﹤0.01% 396
2020
Q3
Sell
-15,358
Closed -$88K 251
2020
Q2
$88K Sell
15,358
-28,500
-65% -$163K 0.01% 165
2020
Q1
$183K Buy
+43,858
New +$183K 0.02% 153
2019
Q4
Hold
0
468
2016
Q1
Sell
-31,149
Closed -$490K 459
2015
Q4
$490K Sell
31,149
-16,296
-34% -$256K 0.04% 229
2015
Q3
$722K Sell
47,445
-20,648
-30% -$314K 0.04% 205
2015
Q2
$1.87M Buy
68,093
+55,549
+443% +$1.52M 0.11% 132
2015
Q1
$344K Sell
12,544
-21,003
-63% -$576K 0.03% 234
2014
Q4
$887K Sell
33,547
-48,631
-59% -$1.29M 0.05% 211
2014
Q3
$3.04M Buy
+82,178
New +$3.04M 0.17% 120
2014
Q1
Hold
0
463
2013
Q4
Hold
0
397