Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,334
Closed -$81.7K 258
2024
Q2
$81.7K Buy
+2,334
New +$81.7K 0.02% 225
2018
Q1
Sell
-114,380
Closed -$2.4M 220
2017
Q4
$2.4M Hold
114,380
0.6% 54
2017
Q3
$2.28M Sell
114,380
-8,645
-7% -$173K 0.6% 56
2017
Q2
$2.15M Hold
123,025
0.55% 74
2017
Q1
$2.2M Hold
123,025
0.58% 56
2016
Q4
$1.83M Buy
+123,025
New +$1.83M 0.49% 82
2013
Q4
Hold
0
-$3.36M 233
2013
Q3
Hold
0
247