Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,543
Closed -$1.19K 2066
2024
Q1
$1.19K Buy
+1,543
New +$1.19K ﹤0.01% 1948
2015
Q1
Sell
-45
Closed -$86K 2022
2014
Q4
$86K Sell
45
-49
-52% -$93.6K ﹤0.01% 1603
2014
Q3
$193K Sell
94
-169
-64% -$347K ﹤0.01% 1511
2014
Q2
$1.36M Sell
263
-151
-36% -$778K ﹤0.01% 1090
2014
Q1
$2.91M Hold
414
0.01% 814
2013
Q4
$3.55M Sell
414
-167
-29% -$1.43M 0.01% 722
2013
Q3
$6.69M Sell
581
-26
-4% -$299K 0.03% 491
2013
Q2
$7.39M Buy
+607
New +$7.39M 0.03% 457