Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2
Closed -$659 1679
2023
Q2
$659 Sell
2
-2
-50% -$659 ﹤0.01% 1301
2023
Q1
$974 Buy
4
+2
+100% +$487 ﹤0.01% 1174
2022
Q4
$534 Buy
+2
New +$534 ﹤0.01% 1277
2014
Q4
Sell
-3,000
Closed -$239K 290
2014
Q3
$239K Sell
3,000
-4,010
-57% -$319K 0.03% 233
2014
Q2
$652K Buy
+7,010
New +$652K 0.09% 141