Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-38
Closed -$869 224
2022
Q4
$869 Buy
+38
New +$869 ﹤0.01% 405
2016
Q2
Sell
-10,023
Closed -$274K 89
2016
Q1
$274K Sell
10,023
-5,536
-36% -$151K 0.26% 71
2015
Q4
$497K Sell
15,559
-12,623
-45% -$403K 0.51% 40
2015
Q3
$843K Sell
28,182
-1,997
-7% -$59.7K 1.06% 24
2015
Q2
$978K Buy
+30,179
New +$978K 1.25% 18