Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-46
Closed -$360 1503
2023
Q4
$360 Buy
+46
New +$360 ﹤0.01% 3670
2023
Q2
Sell
-46
Closed -$354 1487
2023
Q1
$354 Hold
46
﹤0.01% 3785
2022
Q4
$328 Buy
+46
New +$328 ﹤0.01% 3800
2021
Q4
Sell
-18,421
Closed -$126K 1402
2021
Q3
$126K Buy
18,421
+61
+0.3% +$417 ﹤0.01% 1320
2021
Q2
$123K Buy
18,360
+1,750
+11% +$11.7K ﹤0.01% 1496
2021
Q1
$102K Buy
16,610
+16,511
+16,678% +$101K ﹤0.01% 1242
2020
Q4
$1K Sell
99
-1,200
-92% -$12.1K ﹤0.01% 3102
2020
Q3
$5K Buy
+1,299
New +$5K ﹤0.01% 2740
2020
Q2
Sell
-743
Closed -$3K 1092
2020
Q1
$3K Sell
743
-24,202
-97% -$97.7K ﹤0.01% 2620
2019
Q4
$172K Buy
24,945
+24,202
+3,257% +$167K 0.01% 943
2019
Q3
$5K Hold
743
﹤0.01% 2386
2019
Q2
$5K Hold
743
﹤0.01% 2384
2019
Q1
$5K Sell
743
-8
-1% -$54 ﹤0.01% 2066
2018
Q4
$4K Hold
751
﹤0.01% 2081
2018
Q3
$4K Hold
751
﹤0.01% 2118
2018
Q2
$4K Hold
751
﹤0.01% 2073
2018
Q1
$4K Hold
751
﹤0.01% 2173
2017
Q4
$4K Hold
751
﹤0.01% 2158
2017
Q3
$4K Hold
751
﹤0.01% 1939
2017
Q2
$4K Buy
+751
New +$4K ﹤0.01% 1865