Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,143
Closed -$40.7K 635
2023
Q2
$40.7K Sell
1,143
-159
-12% -$5.67K 0.01% 549
2023
Q1
$46.3K Buy
+1,302
New +$46.3K 0.01% 574
2017
Q2
Sell
-1,010
Closed -$52.9K 279
2017
Q1
$52.9K Buy
+1,010
New +$52.9K 0.18% 108
2016
Q3
$243K Sell
4,470
-3,966
-47% -$215K 0.08% 133
2016
Q2
$221K Buy
+8,436
New +$221K 0.03% 352
2015
Q4
$27.3K Buy
+1,419
New +$27.3K ﹤0.01% 797