Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,022
Closed -$35.7K 135
2022
Q4
$35.7K Buy
+1,022
New +$35.7K 0.01% 187
2017
Q1
Sell
-6,336
Closed -$203K 83
2016
Q4
$203K Buy
+6,336
New +$203K 0.16% 84
2015
Q3
Sell
-6,477
Closed -$218K 84
2015
Q2
$218K Sell
6,477
-91
-1% -$3.06K 0.28% 84
2015
Q1
$213K Hold
6,568
0.32% 82
2014
Q4
$208K Buy
+6,568
New +$208K 0.37% 69