Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,915
Closed -$367K 585
2023
Q3
$367K Buy
+11,915
New +$367K 0.05% 450
2021
Q2
Sell
-4,734
Closed -$225K 856
2021
Q1
$225K Buy
+4,734
New +$225K 0.02% 681
2015
Q4
Sell
-8,563
Closed -$489K 602
2015
Q3
$489K Buy
+8,563
New +$489K 0.01% 906
2014
Q3
Sell
-8,774
Closed -$721K 1403
2014
Q2
$721K Sell
8,774
-24,926
-74% -$2.05M 0.02% 818
2014
Q1
$2.51M Buy
+33,700
New +$2.51M 0.06% 390