Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$10K Hold
200
﹤0.01% 443
2024
Q3
$12K Hold
200
﹤0.01% 487
2024
Q2
$11K Hold
200
﹤0.01% 514
2024
Q1
$12K Hold
200
﹤0.01% 503
2023
Q4
$14K Hold
200
0.01% 481
2023
Q3
$11K Hold
200
﹤0.01% 495
2023
Q2
$12K Hold
200
0.01% 383
2023
Q1
$13K Hold
200
0.01% 370
2022
Q4
$12K Hold
200
0.01% 350
2022
Q3
$10K Hold
200
0.01% 409
2022
Q2
$11K Sell
200
-24
-11% -$1.32K 0.01% 380
2022
Q1
$15K Sell
224
-561
-71% -$37.6K 0.01% 363
2021
Q4
$42K Hold
785
0.01% 251
2021
Q3
$35K Hold
785
0.01% 267
2021
Q2
$42K Hold
785
0.02% 248
2021
Q1
$41K Sell
785
-224
-22% -$11.7K 0.02% 245
2020
Q4
$48K Sell
1,009
-560
-36% -$26.6K 0.02% 213
2020
Q3
$60K Hold
1,569
0.02% 189
2020
Q2
$58K Sell
1,569
-113
-7% -$4.18K 0.03% 188
2020
Q1
$46K Hold
1,682
0.03% 188
2019
Q4
$71K Hold
1,682
0.03% 177
2019
Q3
$64K Hold
1,682
0.03% 184
2019
Q2
$77K Hold
1,682
0.03% 168
2019
Q1
$72K Buy
1,682
+337
+25% +$14.4K 0.03% 171
2018
Q4
$50K Hold
1,345
0.02% 180
2018
Q3
$53K Buy
1,345
+224
+20% +$8.83K 0.02% 207
2018
Q2
$45K Buy
1,121
+224
+25% +$8.99K 0.02% 229
2018
Q1
$32K Hold
897
0.01% 238
2017
Q4
$32K Hold
897
0.01% 237
2017
Q3
$28K Hold
897
0.01% 233
2017
Q2
$25K Hold
897
0.01% 245
2017
Q1
$25K Hold
897
0.01% 242
2016
Q4
$25K Hold
897
0.01% 223
2016
Q3
$24K Buy
+897
New +$24K 0.01% 190
2015
Q3
Sell
-2,130
Closed -$77K 295
2015
Q2
$77K Sell
2,130
-117
-5% -$4.23K 0.04% 122
2015
Q1
$88K Hold
2,247
0.05% 117
2014
Q4
$90K Sell
2,247
-414
-16% -$16.6K 0.06% 119
2014
Q3
$132K Hold
2,661
0.08% 110
2014
Q2
$154K Sell
2,661
-177
-6% -$10.2K 0.09% 109
2014
Q1
$163K Buy
2,838
+786
+38% +$45.1K 0.1% 104
2013
Q4
$118K Hold
2,052
0.07% 113
2013
Q3
$115K Hold
2,052
0.07% 117
2013
Q2
$100K Buy
+2,052
New +$100K 0.06% 134