Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,300
Closed -$89K 1934
2023
Q2
$89K Hold
6,300
﹤0.01% 1740
2023
Q1
$97K Buy
+6,300
New +$97K ﹤0.01% 1720
2017
Q2
Hold
0
1931
2017
Q1
Sell
-10,500
Closed -$236K 1881
2016
Q4
$236K Buy
+10,500
New +$236K ﹤0.01% 1527
2013
Q4
Sell
-20,400
Closed -$370K 1736
2013
Q3
$370K Sell
20,400
-600
-3% -$10.9K ﹤0.01% 1309
2013
Q2
$500K Buy
+21,000
New +$500K ﹤0.01% 1282