Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-600
Closed -$45.9K 1369
2024
Q3
$45.9K Hold
600
﹤0.01% 718
2024
Q2
$47.5K Hold
600
﹤0.01% 690
2024
Q1
$50.3K Hold
600
﹤0.01% 663
2023
Q4
$51.7K Hold
600
﹤0.01% 653
2023
Q3
$47.6K Hold
600
﹤0.01% 734
2023
Q2
$50.2K Hold
600
﹤0.01% 728
2023
Q1
$51.3K Hold
600
﹤0.01% 715
2022
Q4
$42.3K Hold
600
﹤0.01% 731
2022
Q3
$39K Buy
+600
New +$39K ﹤0.01% 748
2020
Q3
Sell
-44
Closed -$3K 1171
2020
Q2
$3K Sell
44
-44
-50% -$3K ﹤0.01% 1000
2020
Q1
$5K Hold
88
﹤0.01% 788
2019
Q4
$6K Sell
88
-1
-1% -$68 ﹤0.01% 938
2019
Q3
$6K Hold
89
﹤0.01% 883
2019
Q2
$6K Buy
+89
New +$6K ﹤0.01% 903