Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Hold
0
77
2023
Q2
Hold
0
78
2015
Q3
Sell
-2,990
Closed -$386K 83
2015
Q2
$386K Hold
2,990
0.24% 61
2015
Q1
$412K Hold
2,990
0.23% 62
2014
Q4
$411K Hold
2,990
0.29% 55
2014
Q3
$354K Hold
2,990
0.15% 80
2014
Q2
$358K Hold
2,990
0.16% 57
2014
Q1
$339K Hold
2,990
0.18% 53
2013
Q4
$351K Buy
+2,990
New +$351K 0.12% 53