Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,150
Closed -$821K 192
2024
Q3
$821K Hold
1,150
0.12% 148
2024
Q2
$1.18M Buy
+1,150
New +$1.18M 0.19% 115
2024
Q1
Sell
-650
Closed -$492K 198
2023
Q4
$492K Buy
+650
New +$492K 0.08% 160
2020
Q2
Sell
-2,500
Closed -$654K 196
2020
Q1
$654K Buy
+2,500
New +$654K 0.36% 69
2015
Q1
Sell
-3,000
Closed -$323K 180
2014
Q4
$323K Hold
3,000
0.09% 136
2014
Q3
$296K Buy
+3,000
New +$296K 0.08% 134