Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
1578
2024
Q3
Hold
0
1116
2021
Q2
Sell
-95,000
Closed -$1.91M 1715
2021
Q1
$1.91M Buy
+95,000
New +$1.91M ﹤0.01% 592
2020
Q2
Sell
-6,500
Closed -$59K 877
2020
Q1
$59K Buy
+6,500
New +$59K ﹤0.01% 522
2016
Q1
Sell
-11,150
Closed -$397K 1296
2015
Q4
$397K Buy
+11,150
New +$397K ﹤0.01% 782
2014
Q4
Sell
-7,538
Closed -$207K 1644
2014
Q3
$207K Sell
7,538
-69
-0.9% -$1.9K ﹤0.01% 1556
2014
Q2
$215K Hold
7,607
﹤0.01% 1568
2014
Q1
$207K Sell
7,607
-600
-7% -$16.3K ﹤0.01% 1595
2013
Q4
$241K Sell
8,207
-3,532
-30% -$104K ﹤0.01% 1550
2013
Q3
$352K Buy
+11,739
New +$352K ﹤0.01% 1488