Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$844K Hold
3,241
0.4% 58
2023
Q3
$745K Buy
+3,241
New +$745K 0.16% 70
2014
Q2
Sell
-3,768
Closed -$203K 78
2014
Q1
$203K Hold
3,768
0.08% 78
2013
Q4
$210K Buy
+3,768
New +$210K 0.09% 75