Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,805
Closed -$2.03M 432
2023
Q4
$2.03M Buy
+7,805
New +$2.03M 0.66% 18
2019
Q4
Sell
-13,621
Closed -$5.18M 496
2019
Q3
$5.18M Buy
+13,621
New +$5.18M 0.41% 68
2016
Q1
Sell
-3,763
Closed -$544K 683
2015
Q4
$544K Buy
+3,763
New +$544K 0.08% 347
2015
Q2
Sell
-8,813
Closed -$1.32M 496
2015
Q1
$1.32M Buy
8,813
+6,362
+260% +$954K 0.22% 144
2014
Q4
$319K Buy
+2,451
New +$319K 0.08% 318