Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,100
Closed -$566K 1737
2024
Q3
$566K Buy
+6,100
New +$566K ﹤0.01% 1353
2014
Q4
Sell
-27,658
Closed -$631K 3008
2014
Q3
$631K Sell
27,658
-6,446
-19% -$147K ﹤0.01% 2425
2014
Q2
$882K Sell
34,104
-1,301
-4% -$33.6K ﹤0.01% 2305
2014
Q1
$998K Sell
35,405
-1,632
-4% -$46K ﹤0.01% 2227
2013
Q4
$946K Sell
37,037
-351
-0.9% -$8.97K ﹤0.01% 2210
2013
Q3
$904K Buy
+37,388
New +$904K ﹤0.01% 2096