Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
880
2023
Q4
Sell
-400
Closed 1294
2023
Q3
$0 Hold
400
﹤0.01% 1392
2023
Q2
$1K Buy
+400
New +$1K ﹤0.01% 1269
2022
Q2
Sell
-1,200
Closed -$9K 1867
2022
Q1
$9K Buy
1,200
+900
+300% +$6.75K ﹤0.01% 1556
2021
Q4
$3K Buy
+300
New +$3K ﹤0.01% 1869
2021
Q2
Hold
0
2080
2021
Q1
Hold
0
1999
2020
Q4
Hold
0
1758
2020
Q3
Hold
0
1670
2020
Q2
Sell
-7,120
Closed -$67K 1522
2020
Q1
$67K Buy
+7,120
New +$67K ﹤0.01% 702
2018
Q2
Sell
-104
Closed 1636
2018
Q1
$0 Sell
104
-1,394
-93% ﹤0.01% 1763
2017
Q4
$7K Sell
1,498
-902
-38% -$4.22K ﹤0.01% 1713
2017
Q3
$12K Sell
2,400
-400
-14% -$2K ﹤0.01% 1823
2017
Q2
$14K Buy
+2,800
New +$14K ﹤0.01% 2004
2016
Q4
Hold
0
2811
2016
Q3
Hold
0
2709
2016
Q1
Sell
-98
Closed 2741
2015
Q4
$0 Buy
+98
New ﹤0.01% 2850