Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,711
Closed -$205K 387
2024
Q3
$205K Buy
+5,711
New +$205K 0.01% 350
2022
Q1
Sell
-5,482
Closed -$207K 306
2021
Q4
$207K Buy
+5,482
New +$207K 0.01% 283
2015
Q1
Sell
-12,463
Closed -$227K 170
2014
Q4
$227K Buy
+12,463
New +$227K 0.06% 139
2014
Q3
Sell
-13,969
Closed -$214K 171
2014
Q2
$214K Hold
13,969
0.06% 145
2014
Q1
$205K Buy
+13,969
New +$205K 0.06% 135