Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-48,971
Closed -$1.35M 421
2024
Q1
$1.35M Buy
+48,971
New +$1.35M 0.15% 48
2014
Q1
Sell
-11,685
Closed -$295K 697
2013
Q4
$295K Sell
11,685
-9,712
-45% -$245K 0.01% 432
2013
Q3
$642K Buy
+21,397
New +$642K 0.02% 313