Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,140
Closed -$235K 773
2024
Q2
$235K Buy
+3,140
New +$235K 0.02% 590
2020
Q1
Sell
-16,800
Closed -$882K 764
2019
Q4
$882K Buy
+16,800
New +$882K 0.05% 303
2015
Q3
Sell
-31,321
Closed -$1.21M 1427
2015
Q2
$1.21M Buy
+31,321
New +$1.21M 0.03% 678
2014
Q3
Sell
-136,209
Closed -$6M 1451
2014
Q2
$6M Buy
136,209
+80,772
+146% +$3.56M 0.16% 150
2014
Q1
$2.44M Buy
+55,437
New +$2.44M 0.06% 401
2013
Q4
Sell
-20,299
Closed -$949K 923
2013
Q3
$949K Buy
+20,299
New +$949K 0.03% 790