Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-385
Closed -$5.09K 675
2023
Q3
$5.09K Buy
+385
New +$5.09K ﹤0.01% 623
2015
Q3
Sell
-22,040
Closed -$130K 121
2015
Q2
$130K Sell
22,040
-2,590
-11% -$15.3K 0.05% 117
2015
Q1
$139K Sell
24,630
-3,805
-13% -$21.5K 0.05% 117
2014
Q4
$233K Sell
28,435
-8,390
-23% -$68.7K 0.09% 97
2014
Q3
$372K Sell
36,825
-2,990
-8% -$30.2K 0.15% 84
2014
Q2
$527K Buy
39,815
+935
+2% +$12.4K 0.21% 71
2014
Q1
$538K Sell
38,880
-7,420
-16% -$103K 0.23% 67
2013
Q4
$706K Sell
46,300
-21,773
-32% -$332K 0.3% 60
2013
Q3
$1.06M Sell
68,073
-4,365
-6% -$68.2K 0.46% 48
2013
Q2
$953K Buy
+72,438
New +$953K 0.42% 52