Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,224
Closed -$278K 181
2024
Q2
$278K Buy
7,224
+2,500
+53% +$96.3K 0.07% 148
2024
Q1
$203K Buy
+4,724
New +$203K 0.05% 158
2015
Q4
Sell
-14,500
Closed -$697K 112
2015
Q3
$697K Buy
14,500
+13,800
+1,971% +$663K 0.72% 46
2015
Q2
$36K Hold
700
0.03% 193
2015
Q1
$40K Sell
700
-3,200
-82% -$183K 0.03% 191
2014
Q4
$208K Buy
+3,900
New +$208K 0.18% 106