Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-115
Closed -$3K 1146
2023
Q4
$3K Buy
+115
New +$3K ﹤0.01% 1137
2023
Q3
Sell
-3,301
Closed -$96K 1571
2023
Q2
$96K Sell
3,301
-1,779
-35% -$51.7K 0.01% 469
2023
Q1
$144K Buy
5,080
+4,704
+1,251% +$133K 0.02% 420
2022
Q4
$13K Sell
376
-665
-64% -$23K ﹤0.01% 1206
2022
Q3
$34K Buy
+1,041
New +$34K ﹤0.01% 1014
2022
Q2
Sell
-40
Closed -$1K 2041
2022
Q1
$1K Buy
+40
New +$1K ﹤0.01% 1872
2021
Q3
Hold
0
2262
2021
Q2
Hold
0
2285
2021
Q1
Hold
0
2196
2018
Q2
Sell
-100
Closed -$2K 1818
2018
Q1
$2K Buy
+100
New +$2K ﹤0.01% 1656
2017
Q4
Hold
0
2298
2017
Q3
Hold
0
2626
2017
Q2
Hold
0
2919
2017
Q1
Sell
-1,324
Closed -$24K 2952
2016
Q4
$24K Buy
+1,324
New +$24K ﹤0.01% 1826
2016
Q3
Sell
-6,524
Closed -$112K 2919
2016
Q2
$112K Buy
+6,524
New +$112K 0.01% 959
2016
Q1
Hold
0
2940
2015
Q4
Hold
0
2994