Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$6K Hold
100
﹤0.01% 501
2024
Q3
$8K Hold
100
﹤0.01% 539
2024
Q2
$7K Hold
100
﹤0.01% 581
2024
Q1
$8K Hold
100
﹤0.01% 572
2023
Q4
$6K Buy
+100
New +$6K ﹤0.01% 578
2023
Q3
Sell
-147
Closed -$6K 768
2023
Q2
$6K Sell
147
-475
-76% -$19.4K ﹤0.01% 476
2023
Q1
$20K Hold
622
0.01% 315
2022
Q4
$15K Buy
622
+117
+23% +$2.82K 0.01% 332
2022
Q3
$13K Sell
505
-270
-35% -$6.95K 0.01% 386
2022
Q2
$16K Sell
775
-280
-27% -$5.78K 0.01% 347
2022
Q1
$38K Buy
1,055
+130
+14% +$4.68K 0.01% 262
2021
Q4
$39K Buy
925
+180
+24% +$7.59K 0.01% 263
2021
Q3
$33K Buy
745
+70
+10% +$3.1K 0.01% 272
2021
Q2
$34K Hold
675
0.01% 270
2021
Q1
$37K Hold
675
0.01% 256
2020
Q4
$34K Sell
675
-900
-57% -$45.3K 0.01% 246
2020
Q3
$57K Sell
1,575
-325
-17% -$11.8K 0.02% 196
2020
Q2
$59K Sell
1,900
-150
-7% -$4.66K 0.03% 187
2020
Q1
$57K Buy
2,050
+450
+28% +$12.5K 0.03% 169
2019
Q4
$48K Buy
1,600
+600
+60% +$18K 0.02% 204
2019
Q3
$30K Buy
1,000
+50
+5% +$1.5K 0.01% 235
2019
Q2
$44K Buy
+950
New +$44K 0.02% 209