Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-41,145
Closed -$657K 733
2024
Q3
$657K Buy
+41,145
New +$657K 0.01% 314
2018
Q4
Sell
-11,168
Closed -$481K 431
2018
Q3
$481K Buy
+11,168
New +$481K 0.01% 204
2018
Q1
Sell
-16,766
Closed -$604K 720
2017
Q4
$604K Sell
16,766
-5,130
-23% -$185K 0.01% 345
2017
Q3
$782K Buy
21,896
+7,633
+54% +$273K 0.01% 332
2017
Q2
$470K Buy
+14,263
New +$470K 0.01% 492
2014
Q4
Sell
-18,132
Closed -$1.38M 179
2014
Q3
$1.38M Buy
+18,132
New +$1.38M 0.02% 120