Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-23
Closed -$5.76K 1223
2023
Q2
$5.76K Buy
+23
New +$5.76K ﹤0.01% 938
2017
Q1
Sell
-200
Closed -$15K 850
2016
Q4
$15K Sell
200
-33
-14% -$2.48K ﹤0.01% 604
2016
Q3
$18K Hold
233
﹤0.01% 565
2016
Q2
$16K Hold
233
﹤0.01% 586
2016
Q1
$17K Hold
233
﹤0.01% 592
2015
Q4
$18K Hold
233
﹤0.01% 571
2015
Q3
$17K Hold
233
﹤0.01% 583
2015
Q2
$16K Buy
+233
New +$16K ﹤0.01% 618