Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,502
Closed -$4.12K 1777
2023
Q4
$4.12K Buy
+1,502
New +$4.12K ﹤0.01% 3175
2023
Q2
Sell
-1,802
Closed -$10.8K 1775
2023
Q1
$10.8K Hold
1,802
﹤0.01% 2835
2022
Q4
$9.55K Buy
+1,802
New +$9.55K ﹤0.01% 2883
2021
Q3
Sell
-1,350
Closed -$48K 1664
2021
Q2
$48K Buy
+1,350
New +$48K ﹤0.01% 2019
2021
Q1
Sell
-1,250
Closed -$43K 1556
2020
Q4
$43K Sell
1,250
-584
-32% -$20.1K ﹤0.01% 1747
2020
Q3
$60K Buy
+1,834
New +$60K ﹤0.01% 1492
2020
Q2
Sell
-1,950
Closed -$54K 1276
2020
Q1
$54K Hold
1,950
﹤0.01% 1342
2019
Q4
$65K Buy
1,950
+1,650
+550% +$55K ﹤0.01% 1368
2019
Q3
$15K Hold
300
﹤0.01% 1951
2019
Q2
$15K Hold
300
﹤0.01% 1949
2019
Q1
$12K Hold
300
﹤0.01% 1784
2018
Q4
$9K Sell
300
-200
-40% -$6K ﹤0.01% 1782
2018
Q3
$24K Hold
500
﹤0.01% 1512
2018
Q2
$32K Hold
500
﹤0.01% 1368
2018
Q1
$23K Buy
+500
New +$23K ﹤0.01% 1599
2017
Q4
Sell
-1,000
Closed -$33K 2536
2017
Q3
$33K Buy
+1,000
New +$33K ﹤0.01% 1241