Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2
Closed -$138 1487
2024
Q3
$138 Buy
+2
New +$138 ﹤0.01% 1410
2022
Q3
Sell
-100
Closed -$9K 1379
2022
Q2
$9K Hold
100
﹤0.01% 1054
2022
Q1
$15K Buy
+100
New +$15K ﹤0.01% 1014
2021
Q1
Sell
-20
Closed -$5K 1132
2020
Q4
$5K Hold
20
﹤0.01% 971
2020
Q3
$4K Sell
20
-150
-88% -$30K ﹤0.01% 962
2020
Q2
$34K Hold
170
﹤0.01% 678
2020
Q1
$21K Hold
170
﹤0.01% 758
2019
Q4
$20K Hold
170
﹤0.01% 831
2019
Q3
$17K Hold
170
﹤0.01% 822
2019
Q2
$23K Hold
170
﹤0.01% 775
2019
Q1
$14K Hold
170
﹤0.01% 826
2018
Q4
$11K Buy
+170
New +$11K ﹤0.01% 876