Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,668
Closed -$14.4K 4916
2023
Q3
$14.4K Buy
+5,668
New +$14.4K ﹤0.01% 3767
2017
Q3
Sell
-1
Closed 4767
2017
Q2
$0 Sell
1
-98
-99% ﹤0.01% 4919
2017
Q1
$1K Sell
99
-5,768
-98% -$58.3K ﹤0.01% 4715
2016
Q4
$82K Buy
5,867
+5,249
+849% +$73.4K ﹤0.01% 3974
2016
Q3
$9K Sell
618
-141
-19% -$2.05K ﹤0.01% 4480
2016
Q2
$11K Buy
759
+754
+15,080% +$10.9K ﹤0.01% 4467
2016
Q1
$0 Sell
5
-55
-92% ﹤0.01% 5451
2015
Q4
$1K Buy
60
+55
+1,100% +$917 ﹤0.01% 5245
2015
Q3
$0 Hold
5
﹤0.01% 5362
2015
Q2
$0 Sell
5
-35
-88% ﹤0.01% 5621
2015
Q1
$0 Sell
40
-9
-18% ﹤0.01% 5552
2014
Q4
$0 Buy
49
+44
+880% ﹤0.01% 5522
2014
Q3
$0 Hold
5
﹤0.01% 5494
2014
Q2
$0 Sell
5
-1,995
-100% ﹤0.01% 5553
2014
Q1
$18K Buy
+2,000
New +$18K ﹤0.01% 4543