Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-16,702
Closed -$287K 5291
2024
Q3
$287K Buy
+16,702
New +$287K ﹤0.01% 4385
2021
Q3
Sell
-3,726
Closed -$68K 4396
2021
Q2
$68K Buy
+3,726
New +$68K ﹤0.01% 4091
2018
Q1
Sell
-13,656
Closed -$545K 3236
2017
Q4
$545K Buy
+13,656
New +$545K ﹤0.01% 1986
2016
Q4
Sell
-4,880
Closed -$381K 2788
2016
Q3
$381K Sell
4,880
-390
-7% -$30.4K ﹤0.01% 1946
2016
Q2
$467K Buy
+5,270
New +$467K ﹤0.01% 1734
2014
Q4
Sell
-1,778
Closed -$199K 2802
2014
Q3
$199K Buy
+1,778
New +$199K ﹤0.01% 2477
2014
Q2
Sell
-1,352
Closed -$201K 2758
2014
Q1
$201K Sell
1,352
-231
-15% -$34.3K ﹤0.01% 2443
2013
Q4
$256K Buy
+1,583
New +$256K ﹤0.01% 2236