Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,410
Closed -$274K 464
2024
Q3
$274K Buy
+4,410
New +$274K 0.01% 404
2022
Q4
Sell
-5,110
Closed -$256K 462
2022
Q3
$256K Sell
5,110
-790
-13% -$39.6K 0.02% 382
2022
Q2
$331K Buy
+5,900
New +$331K 0.02% 349
2014
Q4
Sell
-6,097
Closed -$304K 468
2014
Q3
$304K Hold
6,097
0.03% 363
2014
Q2
$353K Hold
6,097
0.04% 300
2014
Q1
$349K Buy
6,097
+1,573
+35% +$90K 0.05% 283
2013
Q4
$261K Buy
+4,524
New +$261K 0.04% 262