Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-116
Closed -$12.4K 681
2023
Q3
$12.4K Hold
116
﹤0.01% 423
2023
Q2
$10.4K Buy
+116
New +$10.4K ﹤0.01% 454
2022
Q4
Sell
-106
Closed -$9K 573
2022
Q3
$9K Buy
+106
New +$9K ﹤0.01% 460
2017
Q4
Sell
-37
Closed -$2K 620
2017
Q3
$2K Hold
37
﹤0.01% 571
2017
Q2
$2K Hold
37
﹤0.01% 565
2017
Q1
$2K Hold
37
﹤0.01% 570
2016
Q4
$2K Sell
37
-50
-57% -$2.7K ﹤0.01% 577
2016
Q3
$5K Hold
87
﹤0.01% 501
2016
Q2
$5K Hold
87
﹤0.01% 478
2016
Q1
$5K Hold
87
﹤0.01% 431
2015
Q4
$5K Buy
87
+37
+74% +$2.13K ﹤0.01% 410
2015
Q3
$3K Hold
50
﹤0.01% 364
2015
Q2
$4K Hold
50
﹤0.01% 360
2015
Q1
$4K Hold
50
﹤0.01% 368
2014
Q4
$3K Hold
50
﹤0.01% 384
2014
Q3
$3K Hold
50
﹤0.01% 355
2014
Q2
$3K Hold
50
﹤0.01% 356
2014
Q1
$3K Hold
50
﹤0.01% 360
2013
Q4
$2K Buy
+50
New +$2K ﹤0.01% 363