Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$295K Buy
4,180
+198
+5% +$14K ﹤0.01% 421
2023
Q3
$255K Buy
+3,982
New +$255K ﹤0.01% 419
2015
Q4
Sell
-500
Closed -$16K 762
2015
Q3
$16K Hold
500
﹤0.01% 561
2015
Q2
$20K Hold
500
﹤0.01% 548
2015
Q1
$24K Buy
500
+377
+307% +$18.1K ﹤0.01% 530
2014
Q4
$6K Buy
+123
New +$6K ﹤0.01% 664