Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,164
Closed -$374K 181
2024
Q2
$374K Buy
1,164
+331
+40% +$106K 0.15% 137
2024
Q1
$289K Hold
833
0.12% 155
2023
Q4
$302K Buy
+833
New +$302K 0.13% 156
2014
Q2
Sell
-16,669
Closed -$1.3M 62
2014
Q1
$1.3M Buy
16,669
+1,881
+13% +$146K 1.1% 25
2013
Q4
$1.29M Buy
+14,788
New +$1.29M 1% 32