Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$43K Hold
1,120
0.01% 169
2023
Q2
$40K Hold
1,120
﹤0.01% 176
2023
Q1
$42K Buy
+1,120
New +$42K 0.01% 149
2015
Q2
Sell
-6,823
Closed -$221K 90
2015
Q1
$221K Hold
6,823
0.05% 85
2014
Q4
$216K Sell
6,823
-98
-1% -$3.1K 0.05% 87
2014
Q3
$249K Hold
6,921
0.06% 80
2014
Q2
$299K Buy
6,921
+1,345
+24% +$58.1K 0.07% 75
2014
Q1
$219K Hold
5,576
0.05% 84
2013
Q4
$222K Buy
+5,576
New +$222K 0.06% 89