Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-231
Closed -$28.3K 226
2024
Q1
$28.3K Buy
231
+112
+94% +$13.7K 0.01% 310
2023
Q4
$21.1K Buy
119
+8
+7% +$1.42K 0.01% 321
2023
Q3
$19.9K Buy
111
+103
+1,288% +$18.5K 0.01% 341
2023
Q2
$1.83K Hold
8
﹤0.01% 419
2023
Q1
$1.56K Buy
+8
New +$1.56K ﹤0.01% 382
2014
Q2
Sell
-43,100
Closed -$2.1M 267
2014
Q1
$2.1M Sell
43,100
-11,000
-20% -$536K 0.61% 64
2013
Q4
$2.19M Hold
54,100
0.69% 52
2013
Q3
$1.56M Hold
54,100
0.54% 62
2013
Q2
$1.56M Buy
+54,100
New +$1.56M 0.58% 60