Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-40
Closed -$1K 319
2023
Q3
$1K Hold
40
﹤0.01% 344
2023
Q2
$1K Buy
+40
New +$1K ﹤0.01% 627
2016
Q3
Sell
-1,018
Closed -$34K 262
2016
Q2
$34K Hold
1,018
﹤0.01% 215
2016
Q1
$32K Hold
1,018
﹤0.01% 222
2015
Q4
$34K Hold
1,018
﹤0.01% 223
2015
Q3
$38K Hold
1,018
﹤0.01% 236
2015
Q2
$49K Buy
1,018
+9
+0.9% +$433 ﹤0.01% 230
2015
Q1
$50K Buy
1,009
+9
+0.9% +$446 ﹤0.01% 229
2014
Q4
$66K Hold
1,000
0.01% 218
2014
Q3
$76K Hold
1,000
0.01% 227
2014
Q2
$82K Sell
1,000
-109
-10% -$8.94K 0.01% 222
2014
Q1
$78K Hold
1,109
0.01% 219
2013
Q4
$80K Hold
1,109
0.01% 216
2013
Q3
$78K Buy
+1,109
New +$78K 0.01% 214