Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$491K Buy
4,519
+1,692
+60% +$184K ﹤0.01% 1615
2023
Q4
$335K Buy
+2,827
New +$335K ﹤0.01% 1364
2013
Q4
Sell
-3,954
Closed -$205K 504
2013
Q3
$205K Buy
+3,954
New +$205K 0.04% 405