Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Hold
0
1334
2023
Q3
Hold
0
1063
2023
Q2
Hold
0
1069
2022
Q3
Sell
-40
Closed -$2K 944
2022
Q2
$2K Buy
+40
New +$2K ﹤0.01% 756
2020
Q2
Hold
0
679
2020
Q1
Hold
0
628
2017
Q4
Sell
-107
Closed -$5K 676
2017
Q3
$5K Sell
107
-4,309
-98% -$201K ﹤0.01% 407
2017
Q2
$233K Buy
4,416
+60
+1% +$3.17K 0.04% 70
2017
Q1
$228K Sell
4,356
-49
-1% -$2.57K 0.04% 71
2016
Q4
$215K Sell
4,405
-6
-0.1% -$293 0.04% 58
2016
Q3
$238K Buy
4,411
+1
+0% +$54 0.05% 47
2016
Q2
$239K Buy
+4,410
New +$239K 0.05% 49
2013
Q3
Sell
-156
Closed -$10K 99
2013
Q2
$10K Buy
+156
New +$10K ﹤0.01% 186