Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-15,490
Closed -$371K 706
2023
Q4
$371K Buy
15,490
+127
+0.8% +$3.04K 0.04% 441
2023
Q3
$302K Buy
+15,363
New +$302K 0.04% 476
2015
Q2
Sell
-6,761
Closed -$287K 1698
2015
Q1
$287K Buy
+6,761
New +$287K 0.01% 1171
2013
Q4
Sell
-7,813
Closed -$296K 1234
2013
Q3
$296K Buy
7,813
+189
+2% +$7.16K 0.01% 1253
2013
Q2
$263K Buy
+7,624
New +$263K 0.01% 1294