Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-615
Closed -$8.43K 351
2022
Q4
$8.43K Buy
+615
New +$8.43K 0.01% 237
2014
Q3
Sell
-461,057
Closed -$12.4M 72
2014
Q2
$12.4M Sell
461,057
-2,878
-0.6% -$77.4K 5.4% 7
2014
Q1
$11M Buy
463,935
+84,650
+22% +$2.01M 5.37% 6
2013
Q4
$8.75M Buy
379,285
+25,774
+7% +$595K 3.96% 11
2013
Q3
$8.65M Buy
353,511
+5,795
+2% +$142K 4.55% 10
2013
Q2
$7.01M Buy
+347,716
New +$7.01M 4.22% 13