Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-155
Closed -$2.66K 741
2024
Q1
$2.66K Hold
155
﹤0.01% 557
2023
Q4
$2.94K Sell
155
-515
-77% -$9.75K ﹤0.01% 530
2023
Q3
$11K Buy
670
+510
+319% +$8.41K ﹤0.01% 387
2023
Q2
$2.88K Hold
160
﹤0.01% 508
2023
Q1
$2.9K Sell
160
-15
-9% -$272 ﹤0.01% 501
2022
Q4
$2.67K Hold
175
﹤0.01% 500
2022
Q3
$2K Sell
175
-10
-5% -$114 ﹤0.01% 528
2022
Q2
$3K Hold
185
﹤0.01% 467
2022
Q1
$4K Hold
185
﹤0.01% 432
2021
Q4
$5K Sell
185
-10
-5% -$270 ﹤0.01% 428
2021
Q3
$4K Hold
195
﹤0.01% 423
2021
Q2
$4K Hold
195
﹤0.01% 431
2021
Q1
$4K Buy
195
+185
+1,850% +$3.8K ﹤0.01% 414
2020
Q4
$0 Buy
+10
New ﹤0.01% 519
2020
Q3
Sell
-200
Closed -$3K 506
2020
Q2
$3K Buy
200
+190
+1,900% +$2.85K ﹤0.01% 258
2020
Q1
$0 Sell
10
-30
-75% ﹤0.01% 459
2019
Q4
$1K Buy
+40
New +$1K ﹤0.01% 457
2019
Q2
Sell
-2,100
Closed -$18K 625
2019
Q1
$18K Buy
2,100
+235
+13% +$2.01K 0.01% 286
2018
Q4
$18K Buy
+1,865
New +$18K 0.01% 267