Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
1583
2024
Q3
Hold
0
1613
2023
Q2
Sell
-6,700
Closed -$1.53M 1872
2023
Q1
$1.53M Buy
+6,700
New +$1.53M 0.03% 661
2021
Q4
Sell
-1,949
Closed -$554K 1902
2021
Q3
$554K Buy
+1,949
New +$554K 0.02% 853
2015
Q1
Sell
-5,300
Closed -$268K 352
2014
Q4
$268K Buy
+5,300
New +$268K 0.21% 151