Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,068
Closed -$221K 1385
2024
Q2
$221K Sell
3,068
-50
-2% -$3.6K ﹤0.01% 1257
2024
Q1
$220K Buy
+3,118
New +$220K ﹤0.01% 1274
2015
Q4
Sell
-2,550
Closed -$54K 2225
2015
Q3
$54K Hold
2,550
﹤0.01% 1332
2015
Q2
$61K Sell
2,550
-492
-16% -$11.8K ﹤0.01% 1346
2015
Q1
$86K Sell
3,042
-16
-0.5% -$452 ﹤0.01% 1197
2014
Q4
$84K Sell
3,058
-22
-0.7% -$604 ﹤0.01% 1204
2014
Q3
$73K Sell
3,080
-43
-1% -$1.02K ﹤0.01% 1249
2014
Q2
$90K Sell
3,123
-205
-6% -$5.91K ﹤0.01% 1196
2014
Q1
$86K Buy
3,328
+810
+32% +$20.9K ﹤0.01% 1206
2013
Q4
$59K Buy
+2,518
New +$59K ﹤0.01% 1270