Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$9K Sell
865
-500
-37% -$5.2K ﹤0.01% 463
2024
Q3
$14K Sell
1,365
-650
-32% -$6.67K ﹤0.01% 473
2024
Q2
$25K Buy
2,015
+650
+48% +$8.07K 0.01% 420
2024
Q1
$18K Sell
1,365
-550
-29% -$7.25K 0.01% 455
2023
Q4
$23K Buy
1,915
+500
+35% +$6.01K 0.01% 433
2023
Q3
$18K Buy
1,415
+35
+3% +$445 0.01% 440
2023
Q2
$21K Hold
1,380
0.01% 306
2023
Q1
$17K Hold
1,380
0.01% 340
2022
Q4
$16K Sell
1,380
-110
-7% -$1.28K 0.01% 317
2022
Q3
$17K Buy
1,490
+90
+6% +$1.03K 0.01% 350
2022
Q2
$16K Buy
1,400
+100
+8% +$1.14K 0.01% 341
2022
Q1
$22K Buy
1,300
+200
+18% +$3.39K 0.01% 317
2021
Q4
$23K Hold
1,100
0.01% 312
2021
Q3
$16K Sell
1,100
-15
-1% -$218 0.01% 359
2021
Q2
$17K Buy
1,115
+115
+12% +$1.75K 0.01% 346
2021
Q1
$12K Hold
1,000
﹤0.01% 372
2020
Q4
$9K Hold
1,000
﹤0.01% 374
2020
Q3
$7K Hold
1,000
﹤0.01% 401
2020
Q2
$6K Hold
1,000
﹤0.01% 414
2020
Q1
$5K Sell
1,000
-300
-23% -$1.5K ﹤0.01% 374
2019
Q4
$12K Sell
1,300
-300
-19% -$2.77K 0.01% 313
2019
Q3
$15K Hold
1,600
0.01% 290
2019
Q2
$16K Hold
1,600
0.01% 291
2019
Q1
$14K Buy
1,600
+1,000
+167% +$8.75K 0.01% 298
2018
Q4
$5K Sell
600
-1,358
-69% -$11.3K ﹤0.01% 373
2018
Q3
$18K Buy
1,958
+22
+1% +$202 0.01% 293
2018
Q2
$21K Buy
1,936
+16
+0.8% +$174 0.01% 284
2018
Q1
$21K Sell
1,920
-356
-16% -$3.89K 0.01% 278
2017
Q4
$28K Buy
2,276
+16
+0.7% +$197 0.01% 252
2017
Q3
$27K Buy
2,260
+17
+0.8% +$203 0.01% 241
2017
Q2
$25K Buy
2,243
+538
+32% +$6K 0.01% 247
2017
Q1
$20K Buy
1,705
+1,030
+153% +$12.1K 0.01% 260
2016
Q4
$8K Buy
675
+375
+125% +$4.44K ﹤0.01% 329
2016
Q3
$4K Hold
300
﹤0.01% 298
2016
Q2
$4K Hold
300
﹤0.01% 293
2016
Q1
$4K Hold
300
﹤0.01% 269
2015
Q4
$4K Hold
300
﹤0.01% 261
2015
Q3
$4K Hold
300
﹤0.01% 252
2015
Q2
$5K Hold
300
﹤0.01% 259
2015
Q1
$5K Sell
300
-591
-66% -$9.85K ﹤0.01% 265
2014
Q4
$14K Sell
891
-100
-10% -$1.57K 0.01% 219
2014
Q3
$15K Hold
991
0.01% 220
2014
Q2
$17K Hold
991
0.01% 225
2014
Q1
$15K Hold
991
0.01% 213
2013
Q4
$15K Sell
991
-996
-50% -$15.1K 0.01% 217
2013
Q3
$34K Hold
1,987
0.02% 164
2013
Q2
$31K Buy
+1,987
New +$31K 0.02% 189