Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-198
Closed -$6.28K 1858
2024
Q3
$6.28K Buy
+198
New +$6.28K ﹤0.01% 1384
2016
Q4
Sell
-7,277
Closed -$210K 101
2016
Q3
$210K Buy
+7,277
New +$210K 0.25% 97
2016
Q1
Sell
-7,143
Closed -$228K 93
2015
Q4
$228K Hold
7,143
0.32% 73
2015
Q3
$214K Hold
7,143
0.29% 84
2015
Q2
$231K Hold
7,143
0.32% 83
2015
Q1
$234K Buy
7,143
+32
+0.5% +$1.05K 0.35% 70
2014
Q4
$210K Buy
+7,111
New +$210K 0.28% 87