Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-11
Closed -$792 1427
2023
Q4
$792 Buy
+11
New +$792 ﹤0.01% 1335
2022
Q4
Sell
-400
Closed -$30K 1342
2022
Q3
$30K Sell
400
-50
-11% -$3.75K ﹤0.01% 870
2022
Q2
$49K Sell
450
-2
-0.4% -$218 ﹤0.01% 772
2022
Q1
$53K Hold
452
﹤0.01% 799
2021
Q4
$83K Hold
452
﹤0.01% 716
2021
Q3
$118K Sell
452
-100
-18% -$26.1K ﹤0.01% 627
2021
Q2
$213K Buy
552
+102
+23% +$39.4K 0.01% 524
2021
Q1
$144K Buy
450
+50
+13% +$16K 0.01% 553
2020
Q4
$134K Hold
400
0.01% 541
2020
Q3
$188K Hold
400
0.01% 459
2020
Q2
$102K Hold
400
0.01% 525
2020
Q1
$58K Buy
+400
New +$58K ﹤0.01% 591