Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$20.1K Sell
240
-57
-19% -$4.79K 0.01% 75
2023
Q1
$26.1K Buy
297
+3
+1% +$264 0.02% 57
2022
Q4
$29.4K Buy
+294
New +$29.4K 0.02% 46
2016
Q4
Sell
-191
Closed -$28K 91
2016
Q3
$28K Buy
191
+1
+0.5% +$147 0.02% 52
2016
Q2
$28K Buy
190
+1
+0.5% +$147 0.02% 48
2016
Q1
$26K Buy
189
+1
+0.5% +$138 0.02% 46
2015
Q4
$24K Buy
188
+1
+0.5% +$128 0.01% 69
2015
Q3
$22K Buy
187
+2
+1% +$235 0.02% 52
2015
Q2
$24K Sell
185
-82
-31% -$10.6K 0.02% 45
2015
Q1
$37K Buy
267
+3
+1% +$416 0.03% 37
2014
Q4
$36K Buy
264
+82
+45% +$11.2K 0.02% 51
2014
Q3
$22K Buy
182
+1
+0.6% +$121 0.02% 56
2014
Q2
$22K Sell
181
-79
-30% -$9.6K 0.02% 66
2014
Q1
$29K Buy
260
+2
+0.8% +$223 0.03% 51
2013
Q4
$30K Buy
258
+81
+46% +$9.42K 0.04% 37
2013
Q3
$18K Hold
177
0.02% 59
2013
Q2
$16K Buy
+177
New +$16K 0.03% 44