Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,512
Closed -$608K 315
2023
Q4
$608K Hold
6,512
0.06% 198
2023
Q3
$575K Hold
6,512
0.07% 183
2023
Q2
$732K Buy
+6,512
New +$732K 0.1% 156
2016
Q3
Sell
-4,000
Closed -$22.6K 972
2016
Q2
$22.6K Buy
+4,000
New +$22.6K ﹤0.01% 1343