Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-120
Closed -$4K 1119
2024
Q3
$4K Hold
120
﹤0.01% 562
2024
Q2
$4K Hold
120
﹤0.01% 507
2024
Q1
$6K Sell
120
-180
-60% -$9K ﹤0.01% 417
2023
Q4
$11K Hold
300
﹤0.01% 266
2023
Q3
$10K Hold
300
﹤0.01% 269
2023
Q2
$10K Buy
300
+100
+50% +$3.33K ﹤0.01% 286
2023
Q1
$7K Hold
200
﹤0.01% 286
2022
Q4
$5K Hold
200
﹤0.01% 317
2022
Q3
$6K Buy
200
+25
+14% +$750 ﹤0.01% 309
2022
Q2
$10K Sell
175
-25
-13% -$1.43K ﹤0.01% 259
2022
Q1
$11K Buy
200
+80
+67% +$4.4K ﹤0.01% 223
2021
Q4
$7K Sell
120
-80
-40% -$4.67K ﹤0.01% 266
2021
Q3
$10K Buy
200
+80
+67% +$4K ﹤0.01% 230
2021
Q2
$6K Sell
120
-80
-40% -$4K ﹤0.01% 252
2021
Q1
$9K Buy
200
+80
+67% +$3.6K ﹤0.01% 228
2020
Q4
$6K Sell
120
-400
-77% -$20K ﹤0.01% 258
2020
Q3
$24K Buy
520
+400
+333% +$18.5K 0.01% 126
2020
Q2
$6K Hold
120
﹤0.01% 194
2020
Q1
$6K Buy
+120
New +$6K ﹤0.01% 191