Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-300
Closed -$1.61K 4986
2024
Q3
$1.61K Hold
300
﹤0.01% 4606
2024
Q2
$1.5K Hold
300
﹤0.01% 4578
2024
Q1
$1.7K Buy
+300
New +$1.7K ﹤0.01% 4611
2023
Q1
Sell
-2
Closed -$8 4834
2022
Q4
$8 Sell
2
-14,920
-100% -$59.7K ﹤0.01% 4910
2022
Q3
$66K Buy
14,922
+14,244
+2,101% +$63K ﹤0.01% 3565
2022
Q2
$3K Sell
678
-36,260
-98% -$160K ﹤0.01% 4988
2022
Q1
$206K Buy
36,938
+35,580
+2,620% +$198K ﹤0.01% 3387
2021
Q4
$9K Sell
1,358
-1,152
-46% -$7.64K ﹤0.01% 4804
2021
Q3
$13K Sell
2,510
-202
-7% -$1.05K ﹤0.01% 4641
2021
Q2
$16K Buy
2,712
+1,557
+135% +$9.19K ﹤0.01% 4747
2021
Q1
$7K Sell
1,155
-12,780
-92% -$77.5K ﹤0.01% 5137
2020
Q4
$90K Buy
+13,935
New +$90K ﹤0.01% 3741
2019
Q4
Sell
-259
Closed -$1K 5148
2019
Q3
$1K Buy
+259
New +$1K ﹤0.01% 5026
2018
Q3
Sell
-1,000
Closed -$5K 5081
2018
Q2
$5K Hold
1,000
﹤0.01% 4747
2018
Q1
$5K Hold
1,000
﹤0.01% 4617
2017
Q4
$5K Hold
1,000
﹤0.01% 4657
2017
Q3
$5K Hold
1,000
﹤0.01% 4347
2017
Q2
$6K Buy
+1,000
New +$6K ﹤0.01% 4278
2016
Q2
Sell
-12,812
Closed -$49K 5093
2016
Q1
$49K Buy
12,812
+12,712
+12,712% +$48.6K ﹤0.01% 4284
2015
Q4
$0 Buy
100
+95
+1,900% ﹤0.01% 5524
2015
Q3
$0 Sell
5
-13
-72% ﹤0.01% 5372
2015
Q2
$0 Buy
18
+13
+260% ﹤0.01% 5635
2015
Q1
$0 Sell
5
-344
-99% ﹤0.01% 5561
2014
Q4
$1K Buy
+349
New +$1K ﹤0.01% 5327
2014
Q1
Sell
-3
Closed 5508
2013
Q4
$0 Sell
3
-44,505
-100% ﹤0.01% 5416
2013
Q3
$679K Buy
+44,508
New +$679K ﹤0.01% 1789