Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,346
Closed -$396K 214
2023
Q3
$396K Sell
3,346
-1,300
-28% -$154K 0.05% 135
2023
Q2
$611K Sell
4,646
-1,700
-27% -$223K 0.07% 114
2023
Q1
$858K Sell
6,346
-1,500
-19% -$203K 0.11% 86
2022
Q4
$1.09M Buy
7,846
+4,846
+162% +$672K 0.15% 76
2022
Q3
$289K Buy
+3,000
New +$289K 0.04% 152
2022
Q2
Hold
0
247
2014
Q4
Sell
-5,000
Closed -$227K 377
2014
Q3
$227K Buy
+5,000
New +$227K ﹤0.01% 317