Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-119
Closed -$7.82K 442
2022
Q4
$7.82K Buy
+119
New +$7.82K ﹤0.01% 296
2015
Q3
Sell
-5,936
Closed -$234K 403
2015
Q2
$234K Sell
5,936
-4,097
-41% -$162K 0.07% 110
2015
Q1
$484K Buy
10,033
+51
+0.5% +$2.46K 0.16% 87
2014
Q4
$497K Buy
9,982
+9,370
+1,531% +$467K 0.17% 92
2014
Q3
$40K Buy
+612
New +$40K 0.02% 186
2014
Q2
Sell
-4,739
Closed -$281K 313
2014
Q1
$281K Buy
+4,739
New +$281K 0.11% 109