Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-35
Closed -$555 468
2023
Q4
$555 Buy
+35
New +$555 ﹤0.01% 472
2013
Q4
Sell
-4,850
Closed -$75K 239
2013
Q3
$75K Sell
4,850
-4,850
-50% -$75K 0.02% 187
2013
Q2
$128K Buy
+9,700
New +$128K 0.07% 150