Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-26,741
Closed -$38K 609
2023
Q3
$38K Buy
26,741
+15,900
+147% +$22.6K ﹤0.01% 571
2023
Q2
$24.5K Buy
+10,841
New +$24.5K ﹤0.01% 556
2018
Q1
Sell
-35,966
Closed -$600K 438
2017
Q4
$600K Buy
+35,966
New +$600K 0.14% 179
2017
Q3
Sell
-35,966
Closed -$859K 312
2017
Q2
$859K Hold
35,966
0.25% 123
2017
Q1
$848K Hold
35,966
0.26% 124
2016
Q4
$855K Hold
35,966
0.27% 115
2016
Q3
$987K Hold
35,966
0.31% 106
2016
Q2
$1.04M Hold
35,966
0.33% 98
2016
Q1
$1.15M Hold
35,966
0.36% 88
2015
Q4
$905K Hold
35,966
0.26% 124
2015
Q3
$903K Buy
+35,966
New +$903K 0.26% 123
2015
Q2
Sell
-35,966
Closed -$1.24M 336
2015
Q1
$1.24M Buy
+35,966
New +$1.24M 0.32% 109