Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$190K Buy
2,428
+2,320
+2,148% +$182K 0.3% 45
2023
Q2
$9.01K Hold
108
0.01% 226
2023
Q1
$9.46K Sell
108
-47
-30% -$4.12K 0.01% 223
2022
Q4
$15.6K Hold
155
0.02% 193
2022
Q3
$14K Hold
155
0.02% 202
2022
Q2
$17K Hold
155
0.02% 192
2022
Q1
$19K Sell
155
-636
-80% -$78K 0.02% 207
2021
Q4
$117K Hold
791
0.09% 111
2021
Q3
$116K Buy
+791
New +$116K 0.09% 109
2014
Q3
Sell
-1,023
Closed -$122K 173
2014
Q2
$122K Sell
1,023
-257
-20% -$30.6K 0.1% 61
2014
Q1
$145K Sell
1,280
-335
-21% -$37.9K 0.13% 63
2013
Q4
$189K Sell
1,615
-1,264
-44% -$148K 0.17% 61
2013
Q3
$287K Hold
2,879
0.29% 52
2013
Q2
$263K Buy
+2,879
New +$263K 0.29% 59