Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-250
Closed -$4.15K 1858
2024
Q2
$4.15K Hold
250
﹤0.01% 1433
2024
Q1
$2.87K Hold
250
﹤0.01% 1471
2023
Q4
$4.23K Hold
250
﹤0.01% 1372
2023
Q3
$2.23K Hold
250
﹤0.01% 1441
2023
Q2
$2.96K Sell
250
-500
-67% -$5.92K ﹤0.01% 1413
2023
Q1
$8.41K Hold
750
﹤0.01% 1278
2022
Q4
$7K Sell
750
-38
-5% -$355 ﹤0.01% 1389
2022
Q3
$8K Sell
788
-447
-36% -$4.54K ﹤0.01% 1502
2022
Q2
$16K Buy
1,235
+47
+4% +$609 ﹤0.01% 1450
2022
Q1
$43K Buy
1,188
+400
+51% +$14.5K ﹤0.01% 1288
2021
Q4
$37K Hold
788
﹤0.01% 1369
2021
Q3
$58K Hold
788
﹤0.01% 1117
2021
Q2
$54K Hold
788
﹤0.01% 1059
2021
Q1
$41K Hold
788
﹤0.01% 1098
2020
Q4
$39K Hold
788
﹤0.01% 921
2020
Q3
$21K Hold
788
﹤0.01% 985
2020
Q2
$19K Hold
788
﹤0.01% 971
2020
Q1
$9K Hold
788
﹤0.01% 1156
2019
Q4
$13K Buy
+788
New +$13K ﹤0.01% 1124
2018
Q4
Sell
-1,788
Closed -$15K 1097
2018
Q3
$15K Buy
+1,788
New +$15K ﹤0.01% 1125