Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,000
Closed -$87.8K 1311
2023
Q1
$87.8K Buy
+8,000
New +$87.8K ﹤0.01% 1138
2016
Q1
Sell
-500
Closed -$8K 184
2015
Q4
$8K Hold
500
0.04% 60
2015
Q3
$8K Hold
500
0.02% 102
2015
Q2
$14K Hold
500
0.02% 76
2015
Q1
$14K Hold
500
0.02% 72
2014
Q4
$13K Buy
500
+199
+66% +$5.17K 0.04% 67
2014
Q3
$11K Buy
+301
New +$11K 0.03% 204
2014
Q2
Sell
-400
Closed -$12K 189
2014
Q1
$12K Buy
+400
New +$12K 0.03% 88