Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-753
Closed -$75.6K 261
2022
Q4
$75.6K Buy
+753
New +$75.6K 0.01% 220
2016
Q1
Sell
-1,818
Closed -$229K 256
2015
Q4
$229K Buy
+1,818
New +$229K 0.02% 231
2015
Q1
Sell
-1,459
Closed -$200K 256
2014
Q4
$200K Buy
+1,459
New +$200K 0.02% 240
2013
Q4
Sell
-5,114
Closed -$511K 235
2013
Q3
$511K Buy
5,114
+1,076
+27% +$108K 0.05% 188
2013
Q2
$369K Buy
+4,038
New +$369K 0.04% 208