Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-42
Closed -$13.8K 1259
2023
Q2
$13.8K Buy
+42
New +$13.8K ﹤0.01% 905
2016
Q1
Sell
-26,445
Closed -$2.1M 879
2015
Q4
$2.1M Buy
26,445
+8,259
+45% +$656K 0.08% 296
2015
Q3
$1.7M Buy
18,186
+468
+3% +$43.7K 0.06% 325
2015
Q2
$1.73M Buy
17,718
+18
+0.1% +$1.76K 0.06% 348
2015
Q1
$1.76M Buy
+17,700
New +$1.76M 0.06% 339