Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,023
Closed -$117K 517
2024
Q1
$117K Buy
+1,023
New +$117K 0.01% 382
2017
Q1
Sell
-7,700
Closed -$406K 519
2016
Q4
$406K Buy
+7,700
New +$406K 0.1% 285
2015
Q2
Sell
-38,196
Closed -$3.04M 561
2015
Q1
$3.04M Buy
+38,196
New +$3.04M 0.58% 23