Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,280
Closed -$611K 369
2023
Q4
$611K Buy
+10,280
New +$611K 0.01% 338
2014
Q2
Sell
-489,115
Closed -$2.16M 746
2014
Q1
$2.16M Sell
489,115
-1,522,555
-76% -$6.71M 0.01% 657
2013
Q4
$7.7M Sell
2,011,670
-1,023,155
-34% -$3.91M 0.03% 393
2013
Q3
$12.3M Sell
3,034,825
-994,500
-25% -$4.03M 0.06% 266
2013
Q2
$14.1M Buy
+4,029,325
New +$14.1M 0.07% 236