Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-42
Closed -$489 969
2023
Q2
$489 Buy
+42
New +$489 ﹤0.01% 865
2016
Q4
Sell
-175
Closed -$3K 663
2016
Q3
$3K Buy
+175
New +$3K ﹤0.01% 583
2015
Q3
Sell
-675
Closed -$10K 622
2015
Q2
$10K Hold
675
﹤0.01% 449
2015
Q1
$11K Hold
675
﹤0.01% 431
2014
Q4
$11K Hold
675
﹤0.01% 461
2014
Q3
$10K Buy
675
+200
+42% +$2.96K ﹤0.01% 479
2014
Q2
$8K Buy
475
+125
+36% +$2.11K ﹤0.01% 491
2014
Q1
$5K Buy
+350
New +$5K ﹤0.01% 524