Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-100
Closed -$14.8K 254
2023
Q2
$14.8K Hold
100
0.01% 212
2023
Q1
$15.2K Sell
100
-25
-20% -$3.8K 0.01% 210
2022
Q4
$16.9K Sell
125
-21
-14% -$2.84K 0.01% 210
2022
Q3
$17K Sell
146
-24
-14% -$2.8K 0.01% 214
2022
Q2
$21K Buy
+170
New +$21K 0.01% 213
2015
Q2
$636K Sell
11,222
-743
-6% -$42.1K 0.6% 66
2015
Q1
$668K Buy
11,965
+773
+7% +$43.2K 0.62% 66
2014
Q4
$648K Buy
11,192
+589
+6% +$34.1K 0.61% 68
2014
Q3
$688K Sell
10,603
-2,990
-22% -$194K 0.65% 66
2014
Q2
$999K Hold
13,593
0.93% 48
2014
Q1
$898K Sell
13,593
-2,190
-14% -$145K 0.87% 50
2013
Q4
$1.02M Buy
+15,783
New +$1.02M 0.99% 39