Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-30,300
Closed -$553K 791
2024
Q3
$553K Hold
30,300
0.01% 447
2024
Q2
$468K Buy
+30,300
New +$468K 0.01% 468
2024
Q1
Sell
-10,300
Closed -$159K 780
2023
Q4
$159K Buy
+10,300
New +$159K ﹤0.01% 672
2015
Q3
Sell
-5,000
Closed -$373K 263
2015
Q2
$373K Buy
+5,000
New +$373K 0.06% 176