Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-11
Closed -$745 359
2023
Q4
$745 Buy
+11
New +$745 ﹤0.01% 457
2023
Q3
Sell
-10
Closed -$636 374
2023
Q2
$636 Buy
+10
New +$636 ﹤0.01% 490
2015
Q3
Sell
-5,750
Closed -$227K 153
2015
Q2
$227K Hold
5,750
0.07% 155
2015
Q1
$277K Hold
5,750
0.08% 140
2014
Q4
$286K Buy
+5,750
New +$286K 0.08% 143