Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-439
Closed -$201K 582
2023
Q4
$201K Buy
+439
New +$201K 0.02% 530
2013
Q4
Sell
-2,667
Closed -$249K 194
2013
Q3
$249K Sell
2,667
-246
-8% -$23K 0.12% 145
2013
Q2
$246K Buy
+2,913
New +$246K 0.12% 145