Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12
Closed -$1.18K 834
2024
Q2
$1.18K Buy
+12
New +$1.18K ﹤0.01% 735
2023
Q2
Sell
-2
Closed -$270 764
2023
Q1
$270 Buy
+2
New +$270 ﹤0.01% 731
2015
Q3
Sell
-3,786
Closed -$215K 101
2015
Q2
$215K Sell
3,786
-663
-15% -$37.7K 0.02% 73
2015
Q1
$212K Sell
4,449
-514
-10% -$24.5K 0.02% 86
2014
Q4
$224K Sell
4,963
-89
-2% -$4.02K 0.02% 78
2014
Q3
$230K Buy
5,052
+367
+8% +$16.7K 0.02% 85
2014
Q2
$263K Buy
4,685
+224
+5% +$12.6K 0.03% 89
2014
Q1
$246K Buy
+4,461
New +$246K 0.03% 88