Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-391
Closed -$27K 1898
2023
Q4
$27K Buy
+391
New +$27K ﹤0.01% 2352
2023
Q2
Sell
-170
Closed -$8.65K 1903
2023
Q1
$8.65K Hold
170
﹤0.01% 2943
2022
Q4
$6.76K Buy
+170
New +$6.76K ﹤0.01% 3020
2021
Q3
Sell
-128
Closed -$7K 1774
2021
Q2
$7K Buy
+128
New +$7K ﹤0.01% 2937
2021
Q1
Sell
-223
Closed -$9K 1669
2020
Q4
$9K Sell
223
-366
-62% -$14.8K ﹤0.01% 2468
2020
Q3
$22K Buy
+589
New +$22K ﹤0.01% 2031
2020
Q2
Sell
-414
Closed -$11K 1360
2020
Q1
$11K Sell
414
-342
-45% -$9.09K ﹤0.01% 2165
2019
Q4
$31K Buy
756
+189
+33% +$7.75K ﹤0.01% 1762
2019
Q3
$19K Hold
567
﹤0.01% 1840
2019
Q2
$19K Buy
567
+357
+170% +$12K ﹤0.01% 1838
2019
Q1
$7K Hold
210
﹤0.01% 1973
2018
Q4
$6K Buy
210
+166
+377% +$4.74K ﹤0.01% 1952
2018
Q3
$1K Sell
44
-88
-67% -$2K ﹤0.01% 2375
2018
Q2
$5K Sell
132
-50
-27% -$1.89K ﹤0.01% 2000
2018
Q1
$6K Buy
182
+103
+130% +$3.4K ﹤0.01% 2036
2017
Q4
$3K Hold
79
﹤0.01% 2256
2017
Q3
$3K Hold
79
﹤0.01% 2041
2017
Q2
$3K Hold
79
﹤0.01% 1983
2017
Q1
$3K Buy
+79
New +$3K ﹤0.01% 1869
2016
Q3
$1K Hold
44
﹤0.01% 1864
2016
Q2
$1K Buy
+44
New +$1K ﹤0.01% 1738
2016
Q1
Sell
-170
Closed -$5K 1691
2015
Q4
$5K Hold
170
﹤0.01% 1118
2015
Q3
$5K Sell
170
-40
-19% -$1.18K ﹤0.01% 1117
2015
Q2
$6K Hold
210
﹤0.01% 1005
2015
Q1
$6K Sell
210
-50
-19% -$1.43K ﹤0.01% 942
2014
Q4
$6K Buy
+260
New +$6K ﹤0.01% 842
2014
Q1
Sell
-220
Closed -$6K 319
2013
Q4
$6K Buy
+220
New +$6K ﹤0.01% 724