Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-256
Closed -$9K 1303
2024
Q3
$9K Hold
256
﹤0.01% 1040
2024
Q2
$8K Sell
256
-324
-56% -$10.1K ﹤0.01% 979
2024
Q1
$20K Buy
580
+390
+205% +$13.4K ﹤0.01% 816
2023
Q4
$7K Hold
190
﹤0.01% 930
2023
Q3
$7K Buy
+190
New +$7K ﹤0.01% 925
2022
Q4
Sell
-295
Closed -$12K 1067
2022
Q3
$12K Buy
295
+4
+1% +$163 ﹤0.01% 772
2022
Q2
$14K Buy
+291
New +$14K ﹤0.01% 748
2022
Q1
Sell
-284
Closed -$15K 942
2021
Q4
$15K Buy
284
+4
+1% +$211 ﹤0.01% 759
2021
Q3
$14K Buy
280
+223
+391% +$11.2K ﹤0.01% 743
2021
Q2
$3K Hold
57
﹤0.01% 843
2021
Q1
$3K Hold
57
﹤0.01% 910
2020
Q4
$2K Buy
+57
New +$2K ﹤0.01% 683
2013
Q3
Sell
-98
Closed -$4.02K 309
2013
Q2
$4.02K Buy
+98
New +$4.02K ﹤0.01% 278