Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,240
Closed -$211K 824
2024
Q3
$211K Sell
3,240
-681
-17% -$44.4K ﹤0.01% 752
2024
Q2
$251K Hold
3,921
﹤0.01% 642
2024
Q1
$250K Buy
+3,921
New +$250K ﹤0.01% 653
2013
Q4
Sell
-7,600
Closed -$248K 512
2013
Q3
$248K Hold
7,600
0.01% 447
2013
Q2
$247K Buy
+7,600
New +$247K 0.01% 444