Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,714
Closed -$51.6K 112
2023
Q1
$51.6K Sell
1,714
-496
-22% -$14.9K 0.36% 51
2022
Q4
$74.1K Buy
+2,210
New +$74.1K 0.53% 29
2016
Q1
Sell
-272
Closed -$6K 755
2015
Q4
$6K Hold
272
﹤0.01% 752
2015
Q3
$6K Hold
272
﹤0.01% 749
2015
Q2
$6K Sell
272
-1,666
-86% -$36.8K ﹤0.01% 772
2015
Q1
$42K Sell
1,938
-199
-9% -$4.31K ﹤0.01% 764
2014
Q4
$47K Hold
2,137
﹤0.01% 793
2014
Q3
$44K Sell
2,137
-19,404
-90% -$400K ﹤0.01% 828
2014
Q2
$483K Buy
+21,541
New +$483K ﹤0.01% 665