Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-298
Closed -$33.1K 112
2022
Q4
$33.1K Buy
+298
New +$33.1K 0.24% 74
2016
Q1
Sell
-572
Closed -$26K 710
2015
Q4
$26K Hold
572
﹤0.01% 488
2015
Q3
$23K Hold
572
﹤0.01% 486
2015
Q2
$30K Sell
572
-677
-54% -$35.5K ﹤0.01% 489
2015
Q1
$64K Sell
1,249
-81
-6% -$4.15K ﹤0.01% 665
2014
Q4
$66K Hold
1,330
﹤0.01% 712
2014
Q3
$59K Sell
1,330
-7,834
-85% -$348K ﹤0.01% 761
2014
Q2
$405K Buy
+9,164
New +$405K ﹤0.01% 737