Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
997
2023
Q4
Sell
-519
Closed -$14K 1389
2023
Q3
$14K Buy
+519
New +$14K ﹤0.01% 967
2023
Q2
Sell
-219
Closed -$4K 1437
2023
Q1
$4K Sell
219
-1,127
-84% -$20.6K ﹤0.01% 1148
2022
Q4
$29K Sell
1,346
-1,898
-59% -$40.9K ﹤0.01% 983
2022
Q3
$78K Buy
3,244
+2,825
+674% +$67.9K 0.01% 741
2022
Q2
$10K Sell
419
-555
-57% -$13.2K ﹤0.01% 1371
2022
Q1
$18K Buy
974
+449
+86% +$8.3K ﹤0.01% 1386
2021
Q4
$11K Buy
+525
New +$11K ﹤0.01% 1636
2021
Q3
Hold
0
2156
2021
Q2
Hold
0
2179
2021
Q1
Sell
-300
Closed -$4K 2085
2020
Q4
$4K Sell
300
-2,000
-87% -$26.7K ﹤0.01% 1583
2020
Q3
$21K Buy
+2,300
New +$21K ﹤0.01% 1126
2018
Q4
Sell
-800
Closed -$28K 1663
2018
Q3
$28K Buy
+800
New +$28K ﹤0.01% 1090
2017
Q3
Sell
-200
Closed -$5K 2496
2017
Q2
$5K Sell
200
-7
-3% -$175 ﹤0.01% 2389
2017
Q1
$5K Buy
207
+198
+2,200% +$4.78K ﹤0.01% 2393
2016
Q4
$0 Sell
9
-713
-99% ﹤0.01% 2896
2016
Q3
$18K Buy
722
+350
+94% +$8.73K ﹤0.01% 1864
2016
Q2
$9K Buy
+372
New +$9K ﹤0.01% 2153