Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,070
Closed -$218K 181
2024
Q3
$218K Buy
6,070
+48
+0.8% +$1.72K 0.05% 159
2024
Q2
$211K Buy
+6,022
New +$211K 0.05% 173
2015
Q3
Sell
-277
Closed -$3K 171
2015
Q2
$3K Hold
277
﹤0.01% 309
2015
Q1
$3K Hold
277
﹤0.01% 318
2014
Q4
$5K Buy
+277
New +$5K ﹤0.01% 328