Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-28
Closed -$130 288
2022
Q4
$130 Buy
+28
New +$130 ﹤0.01% 402
2017
Q2
Sell
-11,850
Closed -$64K 121
2017
Q1
$64K Hold
11,850
0.04% 107
2016
Q4
$57K Hold
11,850
0.04% 106
2016
Q3
$69K Hold
11,850
0.04% 104
2016
Q2
$67K Hold
11,850
0.04% 100
2016
Q1
$70K Hold
11,850
0.04% 87
2015
Q4
$83K Buy
+11,850
New +$83K 0.05% 84
2015
Q3
Sell
-11,850
Closed -$81K 78
2015
Q2
$81K Buy
+11,850
New +$81K 0.04% 86
2015
Q1
Sell
-11,850
Closed -$93K 84
2014
Q4
$93K Hold
11,850
0.05% 66
2014
Q3
$100K Hold
11,850
0.04% 69
2014
Q2
$90K Hold
11,850
0.04% 68
2014
Q1
$87K Hold
11,850
0.04% 67
2013
Q4
$96K Hold
11,850
0.04% 69
2013
Q3
$77K Buy
+11,850
New +$77K 0.04% 66