Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Hold
0
496
2023
Q2
Hold
0
541
2020
Q2
Hold
0
728
2020
Q1
Hold
0
617
2014
Q2
Sell
-102,399
Closed -$1.26M 550
2014
Q1
$1.26M Buy
102,399
+10,698
+12% +$132K 0.06% 216
2013
Q4
$1.22M Buy
+91,701
New +$1.22M 0.04% 271