Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Hold
0
365
2023
Q3
Hold
0
414
2016
Q4
Sell
-26,364
Closed -$945K 432
2016
Q3
$945K Buy
+26,364
New +$945K 0.03% 176
2014
Q4
Sell
-18,800
Closed -$845K 489
2014
Q3
$845K Buy
+18,800
New +$845K 0.03% 279
2014
Q2
Sell
-11,643
Closed -$498K 507
2014
Q1
$498K Sell
11,643
-14,056
-55% -$601K 0.02% 321
2013
Q4
$1.12M Buy
+25,699
New +$1.12M 0.03% 287