Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,156
Closed -$14.6K 3768
2024
Q1
$14.6K Buy
2,156
+4
+0.2% +$27 ﹤0.01% 3105
2023
Q4
$13.2K Sell
2,152
-29
-1% -$177 ﹤0.01% 3088
2023
Q3
$15.7K Buy
+2,181
New +$15.7K ﹤0.01% 3070
2014
Q2
Sell
-14,079
Closed -$197K 2165
2014
Q1
$197K Buy
14,079
+589
+4% +$8.24K ﹤0.01% 2155
2013
Q4
$161K Sell
13,490
-13,581
-50% -$162K ﹤0.01% 2157
2013
Q3
$277K Sell
27,071
-81
-0.3% -$829 ﹤0.01% 2279
2013
Q2
$361K Buy
+27,152
New +$361K ﹤0.01% 1873