Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-22,111
Closed -$1.88M 228
2023
Q2
$1.88M Buy
+22,111
New +$1.88M 0.34% 85
2015
Q3
Sell
-9,612
Closed -$1.11M 241
2015
Q2
$1.11M Buy
9,612
+1,070
+13% +$123K 0.03% 187
2015
Q1
$911K Sell
8,542
-14,397
-63% -$1.54M 0.02% 190
2014
Q4
$2.94M Buy
+22,939
New +$2.94M 0.08% 137