Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-30,000
Closed -$1.92M 206
2024
Q3
$1.92M Buy
30,000
+20,000
+200% +$1.28M 0.29% 87
2024
Q2
$537K Buy
+10,000
New +$537K 0.09% 154
2023
Q3
Sell
-50,000
Closed -$2.23M 141
2023
Q2
$2.23M Buy
+50,000
New +$2.23M 0.4% 75
2014
Q3
Sell
-15,206
Closed -$320K 162
2014
Q2
$320K Hold
15,206
0.09% 133
2014
Q1
$352K Hold
15,206
0.1% 130
2013
Q4
$373K Buy
+15,206
New +$373K 0.11% 116