Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,348
Closed -$139K 1299
2023
Q2
$139K Sell
10,348
-56,551
-85% -$759K 0.01% 1133
2023
Q1
$1.06M Buy
66,899
+56,764
+560% +$896K 0.04% 491
2022
Q4
$172K Buy
+10,135
New +$172K 0.01% 1149
2017
Q1
Sell
-10,438
Closed -$80K 813
2016
Q4
$80K Buy
10,438
+40
+0.4% +$307 0.01% 703
2016
Q3
$57K Sell
10,398
-1,000
-9% -$5.48K 0.01% 718
2016
Q2
$58K Sell
11,398
-1,772
-13% -$9.02K 0.01% 676
2016
Q1
$55K Hold
13,170
0.01% 675
2015
Q4
$43K Sell
13,170
-3,207
-20% -$10.5K 0.01% 667
2015
Q3
$69K Buy
16,377
+265
+2% +$1.12K 0.01% 633
2015
Q2
$95K Sell
16,112
-527
-3% -$3.11K 0.01% 674
2015
Q1
$94K Sell
16,639
-759
-4% -$4.29K 0.01% 718
2014
Q4
$142K Buy
+17,398
New +$142K 0.02% 664