Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$156K Buy
+62,857
New +$156K ﹤0.01% 2262
2016
Q2
Sell
-39,955
Closed -$207K 772
2016
Q1
$207K Sell
39,955
-735
-2% -$3.81K 0.02% 625
2015
Q4
$181K Hold
40,690
0.02% 642
2015
Q3
$199K Sell
40,690
-325
-0.8% -$1.59K 0.02% 602
2015
Q2
$246K Buy
41,015
+4,000
+11% +$24K 0.02% 587
2015
Q1
$215K Buy
+37,015
New +$215K 0.02% 612