Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,292
Closed -$15.7K 919
2022
Q4
$15.7K Buy
+1,292
New +$15.7K ﹤0.01% 953
2017
Q1
Sell
-11,704
Closed -$165K 396
2016
Q4
$165K Sell
11,704
-3,783
-24% -$53.3K 0.07% 230
2016
Q3
$191K Sell
15,487
-1,102
-7% -$13.6K 0.08% 209
2016
Q2
$171K Sell
16,589
-1,970
-11% -$20.3K 0.08% 196
2016
Q1
$221K Sell
18,559
-8,992
-33% -$107K 0.12% 174
2015
Q4
$371K Sell
27,551
-7,396
-21% -$99.6K 0.23% 109
2015
Q3
$494K Buy
34,947
+5,961
+21% +$84.3K 0.29% 82
2015
Q2
$481K Buy
28,986
+9,152
+46% +$152K 0.12% 189
2015
Q1
$290K Sell
19,834
-10,524
-35% -$154K 0.07% 242
2014
Q4
$394K Sell
30,358
-13,102
-30% -$170K 0.25% 82
2014
Q3
$617K Buy
+43,460
New +$617K 0.43% 66