Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-190
Closed -$7.46K 934
2023
Q2
$7.46K Sell
190
-4
-2% -$157 ﹤0.01% 674
2023
Q1
$6.65K Sell
194
-10
-5% -$343 ﹤0.01% 689
2022
Q4
$6.21K Sell
204
-64
-24% -$1.95K ﹤0.01% 693
2022
Q3
$7K Buy
268
+7
+3% +$183 ﹤0.01% 691
2022
Q2
$7K Sell
261
-22
-8% -$590 ﹤0.01% 690
2022
Q1
$9K Sell
283
-237
-46% -$7.54K ﹤0.01% 687
2021
Q4
$20K Buy
520
+186
+56% +$7.15K ﹤0.01% 591
2021
Q3
$11K Hold
334
﹤0.01% 775
2021
Q2
$11K Hold
334
﹤0.01% 775
2021
Q1
$10K Sell
334
-8
-2% -$240 ﹤0.01% 768
2020
Q4
$10K Sell
342
-8
-2% -$234 ﹤0.01% 758
2020
Q3
$9K Sell
350
-11
-3% -$283 ﹤0.01% 744
2020
Q2
$8K Sell
361
-48
-12% -$1.06K ﹤0.01% 678
2020
Q1
$7K Buy
+409
New +$7K ﹤0.01% 724
2014
Q2
Sell
-8,163
Closed -$211K 196
2014
Q1
$211K Sell
8,163
-19,424
-70% -$502K 0.02% 183
2013
Q4
$732K Sell
27,587
-2,647
-9% -$70.2K 0.06% 129
2013
Q3
$713K Sell
30,234
-4,506
-13% -$106K 0.06% 128
2013
Q2
$753K Buy
+34,740
New +$753K 0.06% 123