Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-144,565
Closed -$2.82M 198
2024
Q1
$2.82M Sell
144,565
-66
-0% -$1.29K 0.32% 116
2023
Q4
$2.93M Buy
144,631
+54
+0% +$1.1K 0.37% 103
2023
Q3
$3.02M Buy
+144,577
New +$3.02M 0.42% 93
2013
Q4
Sell
-18,354
Closed -$1.29M 270
2013
Q3
$1.29M Sell
18,354
-2,210
-11% -$156K 0.12% 200
2013
Q2
$1.28M Buy
+20,564
New +$1.28M 0.12% 200