Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$12K Sell
300
-300
-50% -$12K ﹤0.01% 593
2023
Q4
$24K Buy
+600
New +$24K ﹤0.01% 814
2023
Q1
Sell
-100
Closed -$3K 1445
2022
Q4
$3K Buy
+100
New +$3K ﹤0.01% 1495
2022
Q1
Sell
-1,000
Closed -$82K 1966
2021
Q4
$82K Buy
1,000
+800
+400% +$65.6K ﹤0.01% 1006
2021
Q3
$16K Buy
+200
New +$16K ﹤0.01% 1586
2021
Q2
Hold
0
2103
2021
Q1
Sell
-4,700
Closed -$399K 2025
2020
Q4
$399K Sell
4,700
-1,900
-29% -$161K 0.02% 407
2020
Q3
$155K Sell
6,600
-700
-10% -$16.4K 0.01% 546
2020
Q2
$244K Buy
7,300
+2,300
+46% +$76.9K 0.02% 392
2020
Q1
$201K Buy
5,000
+4,900
+4,900% +$197K 0.01% 422
2019
Q4
$4K Buy
+100
New +$4K ﹤0.01% 1335