Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
1171
2023
Q4
Hold
0
1251
2023
Q2
Hold
0
947
2023
Q1
Hold
0
1043
2022
Q4
Hold
0
1131
2022
Q3
Hold
0
1330
2014
Q4
Sell
-15,000
Closed -$211K 1649
2014
Q3
$211K Sell
15,000
-50,500
-77% -$710K ﹤0.01% 1549
2014
Q2
$918K Buy
65,500
+44,200
+208% +$619K ﹤0.01% 805
2014
Q1
$304K Buy
21,300
+1,642
+8% +$23.4K ﹤0.01% 1391
2013
Q4
$275K Sell
19,658
-53,158
-73% -$744K ﹤0.01% 1489
2013
Q3
$826K Sell
72,816
-366,001
-83% -$4.15M 0.01% 1065
2013
Q2
$4M Buy
+438,817
New +$4M 0.03% 324