Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,587
Closed -$245K 168
2023
Q4
$245K Sell
1,587
-402
-20% -$62.1K 0.02% 138
2023
Q3
$257K Sell
1,989
-245
-11% -$31.7K 0.02% 126
2023
Q2
$306K Buy
2,234
+333
+18% +$45.6K 0.03% 119
2023
Q1
$241K Buy
+1,901
New +$241K 0.02% 125
2013
Q4
Sell
-10,636
Closed -$786K 231
2013
Q3
$786K Sell
10,636
-688
-6% -$50.8K 0.18% 133
2013
Q2
$825K Buy
+11,324
New +$825K 0.2% 131