Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,129
Closed -$20.5K 142
2024
Q1
$20.5K Sell
13,129
-9,016
-41% -$14.1K ﹤0.01% 147
2023
Q4
$40.5K Buy
22,145
+7,717
+53% +$14.1K ﹤0.01% 153
2023
Q3
$20.5K Buy
+14,428
New +$20.5K ﹤0.01% 149
2014
Q1
Sell
-145,880
Closed -$4.65M 218
2013
Q4
$4.65M Hold
145,880
0.07% 94
2013
Q3
$4.58M Sell
145,880
-103,205
-41% -$3.24M 0.07% 91
2013
Q2
$8.81M Buy
+249,085
New +$8.81M 0.16% 68