Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-23
Closed -$2.25K 533
2023
Q3
$2.25K Buy
+23
New +$2.25K ﹤0.01% 443
2014
Q1
Sell
-82,825
Closed -$3.6M 246
2013
Q4
$3.6M Sell
82,825
-285
-0.3% -$12.4K 0.89% 52
2013
Q3
$2.99M Buy
83,110
+300
+0.4% +$10.8K 0.82% 61
2013
Q2
$2.44M Buy
+82,810
New +$2.44M 0.72% 73