Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-166
Closed -$7.42K 516
2023
Q2
$7.42K Sell
166
-1,600
-91% -$71.5K ﹤0.01% 842
2023
Q1
$78.4K Buy
+1,766
New +$78.4K 0.01% 471
2016
Q3
$22.6K Sell
695
-854
-55% -$27.8K 0.01% 460
2016
Q2
$21.5K Buy
+1,549
New +$21.5K ﹤0.01% 1366
2015
Q4
$66.3K Buy
+3,414
New +$66.3K 0.01% 543
2015
Q2
$28K Sell
1,086
-1,478
-58% -$38.1K 0.01% 229
2015
Q1
$61K Buy
+2,564
New +$61K 0.03% 219