Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-70
Closed -$6.42K 1820
2023
Q4
$6.42K Hold
70
﹤0.01% 1322
2023
Q3
$4.94K Buy
+70
New +$4.94K ﹤0.01% 1354
2023
Q1
Sell
-150
Closed -$6K 2002
2022
Q4
$6K Buy
150
+45
+43% +$1.8K ﹤0.01% 1413
2022
Q3
$6K Sell
105
-17
-14% -$971 ﹤0.01% 1569
2022
Q2
$10K Sell
122
-13
-10% -$1.07K ﹤0.01% 1549
2022
Q1
$17K Buy
135
+49
+57% +$6.17K ﹤0.01% 1558
2021
Q4
$20K Buy
86
+1
+1% +$233 ﹤0.01% 1573
2021
Q3
$27K Sell
85
-15
-15% -$4.77K ﹤0.01% 1365
2021
Q2
$46K Hold
100
﹤0.01% 1117
2021
Q1
$33K Hold
100
﹤0.01% 1156
2020
Q4
$33K Hold
100
﹤0.01% 954
2020
Q3
$19K Sell
100
-15
-13% -$2.85K ﹤0.01% 1000
2020
Q2
$13K Hold
115
﹤0.01% 1039
2020
Q1
$10K Hold
115
﹤0.01% 1142
2019
Q4
$15K Buy
+115
New +$15K ﹤0.01% 1091
2018
Q4
Sell
-1,000
Closed -$73K 1067
2018
Q3
$73K Buy
+1,000
New +$73K ﹤0.01% 815