Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,092
Closed -$505K 336
2024
Q1
$505K Buy
+8,092
New +$505K 0.01% 212
2021
Q2
Sell
-7,756
Closed -$585K 724
2021
Q1
$585K Buy
+7,756
New +$585K 0.01% 366
2013
Q4
Sell
-895,722
Closed -$87.1M 67
2013
Q3
$87.1M Sell
895,722
-56,780
-6% -$5.52M 1.18% 38
2013
Q2
$85.4M Buy
+952,502
New +$85.4M 1.16% 38