Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-75
Closed -$4.17K 493
2024
Q3
$4.17K Hold
75
﹤0.01% 887
2024
Q2
$4.42K Hold
75
﹤0.01% 601
2024
Q1
$5.15K Hold
75
﹤0.01% 593
2023
Q4
$6.08K Sell
75
-75
-50% -$6.08K ﹤0.01% 612
2023
Q3
$9.69K Hold
150
﹤0.01% 582
2023
Q2
$12.7K Hold
150
﹤0.01% 579
2023
Q1
$16.7K Buy
150
+75
+100% +$8.35K ﹤0.01% 565
2022
Q4
$8.98K Sell
75
-327
-81% -$39.2K ﹤0.01% 616
2022
Q3
$40K Hold
402
0.01% 356
2022
Q2
$29K Hold
402
﹤0.01% 429
2022
Q1
$50K Buy
402
+45
+13% +$5.6K 0.01% 373
2021
Q4
$78K Hold
357
0.01% 301
2021
Q3
$74K Sell
357
-13
-4% -$2.7K 0.01% 301
2021
Q2
$76K Buy
370
+150
+68% +$30.8K 0.01% 304
2021
Q1
$44K Buy
220
+150
+214% +$30K 0.01% 355
2020
Q4
$12K Hold
70
﹤0.01% 436
2020
Q3
$9K Hold
70
﹤0.01% 438
2020
Q2
$7K Hold
70
﹤0.01% 448
2020
Q1
$3K Hold
70
﹤0.01% 496
2019
Q4
$3K Buy
+70
New +$3K ﹤0.01% 502