Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10
Closed -$1K 669
2023
Q2
$1K Buy
+10
New +$1K ﹤0.01% 650
2014
Q4
Sell
-10,000
Closed -$355K 277
2014
Q3
$355K Hold
10,000
0.03% 178
2014
Q2
$391K Hold
10,000
0.04% 173
2014
Q1
$364K Buy
+10,000
New +$364K 0.04% 171