Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,767
Closed -$235K 1167
2024
Q3
$235K Buy
+3,767
New +$235K 0.01% 1063
2023
Q2
Sell
-4,529
Closed -$287K 1220
2023
Q1
$287K Buy
+4,529
New +$287K 0.01% 1020
2022
Q2
Sell
-3,130
Closed -$216K 1292
2022
Q1
$216K Buy
+3,130
New +$216K 0.01% 1198
2017
Q1
Sell
-6,919
Closed -$221K 779
2016
Q4
$221K Buy
+6,919
New +$221K 0.02% 604
2016
Q1
Sell
-20,352
Closed -$468K 698
2015
Q4
$468K Buy
+20,352
New +$468K 0.07% 331