Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-33,068
Closed -$371K 219
2024
Q3
$371K Buy
+33,068
New +$371K 0.01% 470
2022
Q2
Sell
-41,389
Closed -$430K 655
2022
Q1
$430K Buy
+41,389
New +$430K 0.01% 606
2016
Q1
Sell
-13,819
Closed -$194K 1444
2015
Q4
$194K Sell
13,819
-15,530
-53% -$218K 0.01% 1220
2015
Q3
$425K Sell
29,349
-9,117
-24% -$132K 0.01% 810
2015
Q2
$641K Buy
+38,466
New +$641K 0.01% 781
2013
Q3
Sell
-9,000
Closed -$214K 889
2013
Q2
$214K Buy
+9,000
New +$214K 0.01% 801