Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,314
Closed -$79.9K 926
2023
Q4
$79.9K Buy
+10,314
New +$79.9K ﹤0.01% 882
2018
Q4
Sell
-33,695
Closed -$237K 300
2018
Q3
$237K Buy
+33,695
New +$237K 0.04% 215
2016
Q3
Sell
-14,903
Closed -$88K 364
2016
Q2
$88K Buy
+14,903
New +$88K 0.01% 303
2016
Q1
Sell
-65,218
Closed -$336K 259
2015
Q4
$336K Sell
65,218
-369,184
-85% -$1.9M 0.04% 202
2015
Q3
$2.81M Buy
+434,402
New +$2.81M 0.39% 51