Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,419
Closed -$155K 508
2024
Q3
$155K Buy
+3,419
New +$155K 0.01% 333
2016
Q2
Sell
-45,995
Closed -$1.77M 518
2016
Q1
$1.77M Sell
45,995
-576
-1% -$22.2K 0.47% 33
2015
Q4
$1.75M Buy
46,571
+21,931
+89% +$824K 0.47% 33
2015
Q3
$850K Hold
24,640
0.18% 195
2015
Q2
$789K Sell
24,640
-26,381
-52% -$845K 0.14% 266
2015
Q1
$1.74M Buy
51,021
+202
+0.4% +$6.87K 0.33% 91
2014
Q4
$1.57M Sell
50,819
-149,010
-75% -$4.59M 0.3% 102
2014
Q3
$5.45M Sell
199,829
-13
-0% -$354 0.62% 61
2014
Q2
$5.72M Buy
+199,842
New +$5.72M 0.62% 46