Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$1.72M Sell
2,081
-105
-5% -$86.6K 4.07% 4
2024
Q1
$1.53M Sell
2,186
-35
-2% -$24.5K 2.68% 14
2023
Q4
$1.29M Sell
2,221
-70
-3% -$40.7K 2.04% 20
2023
Q3
$1.05M Buy
+2,291
New +$1.05M 1.55% 25
2015
Q1
Sell
-135,943
Closed -$9.56M 31
2014
Q4
$9.56M Buy
135,943
+13,559
+11% +$954K 2.96% 22
2014
Q3
$9.64M Buy
+122,384
New +$9.64M 2.93% 22