Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,268
Closed -$253K 912
2024
Q3
$253K Buy
+5,268
New +$253K ﹤0.01% 826
2014
Q4
Sell
-5,800
Closed -$147K 1061
2014
Q3
$147K Hold
5,800
﹤0.01% 460
2014
Q2
$156K Hold
5,800
﹤0.01% 430
2014
Q1
$160K Hold
5,800
﹤0.01% 420
2013
Q4
$167K Buy
+5,800
New +$167K ﹤0.01% 396