Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-509
Closed -$136K 250
2023
Q3
$136K Buy
+509
New +$136K 0.03% 253
2014
Q2
Sell
-5,350
Closed -$660K 101
2014
Q1
$660K Hold
5,350
0.28% 62
2013
Q4
$610K Hold
5,350
0.26% 63
2013
Q3
$599K Hold
5,350
0.26% 64
2013
Q2
$528K Buy
+5,350
New +$528K 0.23% 65