Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$713K Buy
+16,864
New +$713K 0.01% 1361
2015
Q3
Sell
-3,969
Closed -$211K 700
2015
Q2
$211K Buy
3,969
+343
+9% +$18.2K 0.02% 636
2015
Q1
$207K Buy
3,626
+19
+0.5% +$1.09K 0.02% 626
2014
Q4
$217K Buy
+3,607
New +$217K 0.02% 579
2014
Q1
Sell
-2,509
Closed -$201K 556
2013
Q4
$201K Buy
+2,509
New +$201K 0.03% 463