Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-300
Closed -$15.9K 331
2022
Q4
$15.9K Hold
300
﹤0.01% 233
2022
Q3
$13K Buy
+300
New +$13K ﹤0.01% 242
2015
Q2
Sell
-14,700
Closed -$471K 188
2015
Q1
$471K Hold
14,700
0.23% 93
2014
Q4
$335K Sell
14,700
-5,030
-25% -$115K 0.17% 112
2014
Q3
$498K Hold
19,730
0.24% 107
2014
Q2
$531K Hold
19,730
0.24% 104
2014
Q1
$545K Hold
19,730
0.25% 98
2013
Q4
$569K Sell
19,730
-16,620
-46% -$479K 0.27% 95
2013
Q3
$839K Buy
36,350
+3,420
+10% +$78.9K 0.41% 78
2013
Q2
$788K Buy
+32,930
New +$788K 0.43% 84