Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-273
Closed -$28.5K 607
2023
Q2
$28.5K Hold
273
﹤0.01% 462
2023
Q1
$33.3K Buy
+273
New +$33.3K ﹤0.01% 478
2016
Q4
Sell
-1,384
Closed -$58K 825
2016
Q3
$58K Hold
1,384
﹤0.01% 657
2016
Q2
$56K Buy
+1,384
New +$56K ﹤0.01% 651
2014
Q4
Sell
-2,130
Closed -$106K 797
2014
Q3
$106K Hold
2,130
﹤0.01% 635
2014
Q2
$131K Sell
2,130
-2,261
-51% -$139K 0.01% 615
2014
Q1
$292K Hold
4,391
0.01% 427
2013
Q4
$287K Buy
+4,391
New +$287K 0.01% 437