Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,027
Closed -$257K 20
2024
Q2
$257K Buy
+1,027
New +$257K 2.77% 17
2022
Q2
Sell
-1,022
Closed -$266K 47
2022
Q1
$266K Buy
+1,022
New +$266K 1.17% 31
2018
Q2
Sell
-7,954
Closed -$690K 114
2018
Q1
$690K Buy
+7,954
New +$690K 1.79% 7
2017
Q2
Sell
-2,718
Closed -$206K 180
2017
Q1
$206K Buy
+2,718
New +$206K 0.04% 145
2014
Q4
Sell
-10,398
Closed -$531K 201
2014
Q3
$531K Buy
+10,398
New +$531K 0.12% 29