Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-20,081
Closed -$592K 1536
2024
Q2
$592K Buy
20,081
+1,994
+11% +$58.8K 0.01% 952
2024
Q1
$517K Sell
18,087
-1,480
-8% -$42.3K 0.01% 973
2023
Q4
$449K Buy
19,567
+1,444
+8% +$33.1K 0.01% 994
2023
Q3
$368K Buy
18,123
+660
+4% +$13.4K 0.01% 1056
2023
Q2
$364K Buy
17,463
+779
+5% +$16.2K 0.01% 1091
2023
Q1
$289K Buy
+16,684
New +$289K 0.01% 1136
2015
Q1
Sell
-17,455
Closed -$147K 1500
2014
Q4
$147K Sell
17,455
-5,211
-23% -$43.9K ﹤0.01% 1288
2014
Q3
$177K Buy
22,666
+9,066
+67% +$70.8K 0.01% 1275
2014
Q2
$113K Buy
+13,600
New +$113K ﹤0.01% 1338