Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-16,131
Closed -$1.88M 375
2023
Q3
$1.88M Buy
+16,131
New +$1.88M 0.36% 113
2019
Q3
Sell
-24,204
Closed -$1.64M 295
2019
Q2
$1.64M Sell
24,204
-2,231
-8% -$151K 0.4% 99
2019
Q1
$1.58M Buy
+26,435
New +$1.58M 0.39% 116
2015
Q1
Sell
-84,302
Closed -$2.64M 395
2014
Q4
$2.64M Buy
84,302
+39,945
+90% +$1.25M 0.37% 95
2014
Q3
$1.14M Buy
+44,357
New +$1.14M 0.23% 230