Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,200
Closed -$86.8K 416
2023
Q4
$86.8K Hold
1,200
0.01% 193
2023
Q3
$89.8K Hold
1,200
0.01% 180
2023
Q2
$98K Hold
1,200
0.01% 185
2023
Q1
$104K Hold
1,200
0.01% 176
2022
Q4
$107K Hold
1,200
0.01% 177
2022
Q3
$97K Hold
1,200
0.01% 170
2022
Q2
$108K Hold
1,200
0.01% 161
2022
Q1
$113K Hold
1,200
0.01% 171
2021
Q4
$107K Hold
1,200
0.01% 185
2021
Q3
$97K Hold
1,200
0.01% 189
2021
Q2
$96K Hold
1,200
0.01% 186
2021
Q1
$98K Hold
1,200
0.01% 182
2020
Q4
$94K Hold
1,200
0.01% 173
2020
Q3
$95K Hold
1,200
0.01% 162
2020
Q2
$84K Hold
1,200
0.01% 164
2020
Q1
$87K Hold
1,200
0.01% 155
2019
Q4
$92K Hold
1,200
0.01% 161
2019
Q3
$96K Hold
1,200
0.01% 163
2019
Q2
$90K Hold
1,200
0.01% 157
2019
Q1
$88K Hold
1,200
0.01% 157
2018
Q4
$78K Hold
1,200
0.01% 160
2018
Q3
$76K Hold
1,200
0.01% 167
2018
Q2
$73K Hold
1,200
0.01% 167
2018
Q1
$68K Hold
1,200
0.01% 168
2017
Q4
$71K Hold
1,200
0.01% 169
2017
Q3
$69K Hold
1,200
0.01% 170
2017
Q2
$66K Hold
1,200
0.01% 176
2017
Q1
$66K Buy
+1,200
New +$66K 0.01% 170
2016
Q1
Sell
-1,000
Closed -$43K 315
2015
Q4
$43K Hold
1,000
0.01% 210
2015
Q3
$42K Hold
1,000
0.01% 200
2015
Q2
$38K Hold
1,000
0.01% 203
2015
Q1
$42K Buy
+1,000
New +$42K 0.01% 194