Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-7,238
Closed -$1.17M 347
2023
Q3
$1.17M Sell
7,238
-388
-5% -$62.5K 0.19% 171
2023
Q2
$1.12M Buy
+7,626
New +$1.12M 0.16% 196
2022
Q1
Sell
-2,500
Closed -$612K 402
2021
Q4
$612K Buy
+2,500
New +$612K 0.07% 262
2015
Q2
Sell
-26,756
Closed -$3.08M 322
2015
Q1
$3.08M Buy
+26,756
New +$3.08M 0.43% 68
2014
Q3
Sell
-2,035
Closed -$227K 367
2014
Q2
$227K Buy
+2,035
New +$227K 0.03% 324