Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1
Closed -$9 3380
2022
Q4
$9 Sell
1
-117
-99% -$1.05K ﹤0.01% 3732
2022
Q3
$1K Buy
118
+97
+462% +$822 ﹤0.01% 3819
2022
Q2
$0 Buy
+21
New ﹤0.01% 4005
2021
Q4
Sell
-15,052
Closed -$153K 3639
2021
Q3
$153K Buy
15,052
+1,319
+10% +$13.4K ﹤0.01% 3424
2021
Q2
$156K Sell
13,733
-597
-4% -$6.78K ﹤0.01% 3469
2021
Q1
$135K Sell
14,330
-387
-3% -$3.65K ﹤0.01% 3313
2020
Q4
$174K Buy
+14,717
New +$174K ﹤0.01% 3259
2014
Q3
Sell
-39,904
Closed -$270K 4053
2014
Q2
$270K Buy
39,904
+4,650
+13% +$31.5K ﹤0.01% 3752
2014
Q1
$249K Sell
35,254
-12,796
-27% -$90.4K ﹤0.01% 3844
2013
Q4
$492K Buy
48,050
+31,812
+196% +$326K ﹤0.01% 3363
2013
Q3
$245K Buy
+16,238
New +$245K ﹤0.01% 3453