Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-19,074
Closed -$1.92M 728
2024
Q3
$1.92M Buy
19,074
+1,662
+10% +$168K 0.04% 521
2024
Q2
$1.84M Buy
+17,412
New +$1.84M 0.04% 519
2014
Q3
Sell
-16,712
Closed -$1.95M 775
2014
Q2
$1.95M Sell
16,712
-222
-1% -$25.9K 0.04% 558
2014
Q1
$2.11M Hold
16,934
0.04% 529
2013
Q4
$2.3M Buy
16,934
+359
+2% +$48.8K 0.04% 525
2013
Q3
$1.97M Sell
16,575
-34
-0.2% -$4.04K 0.04% 546
2013
Q2
$2.08M Buy
+16,609
New +$2.08M 0.04% 529