Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,887
Closed -$679K 685
2023
Q4
$679K Sell
10,887
-10,819
-50% -$674K 0.08% 353
2023
Q3
$1.23M Sell
21,706
-22
-0.1% -$1.25K 0.16% 229
2023
Q2
$1.38M Buy
+21,728
New +$1.38M 0.19% 184
2014
Q3
Sell
-6,555
Closed -$318K 1569
2014
Q2
$318K Buy
+6,555
New +$318K 0.01% 1178