Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-58
Closed -$2.13K 874
2023
Q3
$2.13K Buy
58
+4
+7% +$147 ﹤0.01% 756
2023
Q2
$1.6K Buy
54
+5
+10% +$148 ﹤0.01% 806
2023
Q1
$1.52K Buy
49
+14
+40% +$433 ﹤0.01% 839
2022
Q4
$1.21K Buy
35
+26
+289% +$901 ﹤0.01% 882
2022
Q3
$0 Buy
+9
New ﹤0.01% 934
2018
Q3
Sell
-1,903
Closed -$93K 438
2018
Q2
$93K Buy
+1,903
New +$93K 0.01% 328
2014
Q1
Sell
-2,934
Closed -$236K 197
2013
Q4
$236K Buy
+2,934
New +$236K 0.02% 188