Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
1627
2022
Q4
Hold
0
1891
2022
Q3
Hold
0
2030
2018
Q3
Hold
0
1752
2018
Q2
Hold
0
1796
2018
Q1
Hold
0
1950
2017
Q4
Hold
0
2276
2017
Q3
Sell
-137
Closed -$18K 2605
2017
Q2
$18K Sell
137
-345
-72% -$45.3K ﹤0.01% 1902
2017
Q1
$60K Sell
482
-1,891
-80% -$235K ﹤0.01% 1377
2016
Q4
$278K Buy
+2,373
New +$278K 0.01% 715
2016
Q3
Hold
0
2890
2016
Q2
Sell
-1,015
Closed -$113K 2944
2016
Q1
$113K Buy
1,015
+95
+10% +$10.6K 0.01% 872
2015
Q4
$105K Buy
+920
New +$105K 0.01% 1017