Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-269
Closed -$27.5K 354
2023
Q2
$27.5K Hold
269
﹤0.01% 618
2023
Q1
$30.2K Buy
+269
New +$30.2K ﹤0.01% 647
2015
Q4
$80 Buy
+930
New +$80 ﹤0.01% 1642
2015
Q2
$40K Buy
465
+370
+389% +$31.8K 0.02% 195
2015
Q1
$8K Buy
+95
New +$8K ﹤0.01% 391