Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,044
Closed -$505K 814
2022
Q4
$505K Buy
+4,044
New +$505K 0.01% 621
2015
Q1
Sell
-143
Closed -$7K 746
2014
Q4
$7K Hold
143
﹤0.01% 617
2014
Q3
$7K Sell
143
-66
-32% -$3.23K ﹤0.01% 652
2014
Q2
$13K Sell
209
-150
-42% -$9.33K ﹤0.01% 483
2014
Q1
$24K Buy
359
+168
+88% +$11.2K ﹤0.01% 417
2013
Q4
$13K Buy
+191
New +$13K ﹤0.01% 452