Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-817
Closed -$235K 1847
2024
Q3
$235K Hold
817
﹤0.01% 860
2024
Q2
$256K Buy
+817
New +$256K ﹤0.01% 805
2014
Q2
Sell
-1,343
Closed -$64K 1347
2014
Q1
$64K Sell
1,343
-2,536
-65% -$121K ﹤0.01% 1188
2013
Q4
$157K Hold
3,879
﹤0.01% 1057
2013
Q3
$159K Buy
3,879
+2,226
+135% +$91.2K ﹤0.01% 1023
2013
Q2
$59K Buy
+1,653
New +$59K ﹤0.01% 1159