Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-332
Closed -$32K 485
2022
Q3
$32K Buy
+332
New +$32K ﹤0.01% 364
2015
Q4
Sell
-224
Closed -$5K 1003
2015
Q3
$5K Sell
224
-132
-37% -$2.95K ﹤0.01% 627
2015
Q2
$8K Sell
356
-40
-10% -$899 ﹤0.01% 549
2015
Q1
$8K Sell
396
-152
-28% -$3.07K ﹤0.01% 524
2014
Q4
$11K Hold
548
﹤0.01% 487
2014
Q3
$10K Hold
548
﹤0.01% 489
2014
Q2
$9K Buy
548
+56
+11% +$920 ﹤0.01% 501
2014
Q1
$7K Sell
492
-128
-21% -$1.82K ﹤0.01% 612
2013
Q4
$9K Hold
620
﹤0.01% 508
2013
Q3
$8K Hold
620
﹤0.01% 625
2013
Q2
$7K Buy
+620
New +$7K ﹤0.01% 658