Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$29K Sell
75
-425
-85% -$164K 0.01% 475
2023
Q4
$190K Buy
500
+375
+300% +$143K 0.02% 391
2023
Q3
$61K Buy
+125
New +$61K 0.01% 659
2022
Q4
Hold
0
1743
2022
Q3
Hold
0
1903
2022
Q2
Hold
0
1886
2021
Q2
Sell
-1,300
Closed -$358K 2099
2021
Q1
$358K Buy
1,300
+300
+30% +$82.6K 0.02% 487
2020
Q4
$294K Buy
1,000
+620
+163% +$182K 0.01% 470
2020
Q3
$99K Sell
380
-249
-40% -$64.9K 0.01% 675
2020
Q2
$141K Sell
629
-671
-52% -$150K 0.01% 532
2020
Q1
$171K Sell
1,300
-1,500
-54% -$197K 0.01% 469
2019
Q4
$449K Buy
2,800
+2,400
+600% +$385K 0.03% 335
2019
Q3
$45K Buy
+400
New +$45K ﹤0.01% 853
2019
Q2
Hold
0
1563
2019
Q1
Hold
0
1492
2018
Q4
Sell
-664
Closed -$50K 1609
2018
Q3
$50K Buy
+664
New +$50K ﹤0.01% 932