Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,105
Closed -$211K 1349
2023
Q2
$211K Buy
+4,105
New +$211K ﹤0.01% 1221
2017
Q2
Sell
-270
Closed -$8K 2413
2017
Q1
$8K Buy
270
+1
+0.4% +$30 ﹤0.01% 2088
2016
Q4
$6K Buy
269
+2
+0.7% +$45 ﹤0.01% 2223
2016
Q3
$5K Buy
+267
New +$5K ﹤0.01% 2194
2015
Q1
Sell
-50
Closed -$1K 2131
2014
Q4
$1K Hold
50
﹤0.01% 2065
2014
Q3
$1K Hold
50
﹤0.01% 2075
2014
Q2
$1K Hold
50
﹤0.01% 2066
2014
Q1
$1K Hold
50
﹤0.01% 2069
2013
Q4
$1K Hold
50
﹤0.01% 2013
2013
Q3
$1K Hold
50
﹤0.01% 1702
2013
Q2
$1K Buy
+50
New +$1K ﹤0.01% 1659