Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1K Sell
600
-200
-25% -$333 ﹤0.01% 820
2023
Q4
$1K Sell
800
-938
-54% -$1.17K ﹤0.01% 1220
2023
Q3
$3K Buy
1,738
+407
+31% +$703 ﹤0.01% 1212
2023
Q2
$4K Buy
1,331
+731
+122% +$2.2K ﹤0.01% 1132
2023
Q1
$1K Buy
+600
New +$1K ﹤0.01% 1321
2022
Q4
Hold
0
1961
2022
Q3
Hold
0
2112
2022
Q2
Hold
0
2096
2022
Q1
Hold
0
2173
2021
Q4
Hold
0
2241
2021
Q3
Hold
0
2323
2021
Q2
Hold
0
2344
2021
Q1
Sell
-500
Closed 2262
2020
Q4
$0 Hold
500
﹤0.01% 1984
2020
Q3
$0 Hold
500
﹤0.01% 1887
2020
Q2
$1K Hold
500
﹤0.01% 1453
2020
Q1
$0 Sell
500
-600
-55% ﹤0.01% 1650
2019
Q4
$1K Sell
1,100
-1,500
-58% -$1.36K ﹤0.01% 1419
2019
Q3
$3K Hold
2,600
﹤0.01% 1338
2019
Q2
$3K Hold
2,600
﹤0.01% 1424
2019
Q1
$4K Sell
2,600
-130
-5% -$200 ﹤0.01% 1313
2018
Q4
$2K Buy
2,730
+1,430
+110% +$1.05K ﹤0.01% 1464
2018
Q3
$2K Buy
+1,300
New +$2K ﹤0.01% 1473
2017
Q3
Sell
-109,200
Closed -$302K 2685
2017
Q2
$302K Buy
+109,200
New +$302K 0.01% 687
2017
Q1
Hold
0
2998
2016
Q4
Hold
0
3063
2016
Q1
Sell
-37,311
Closed -$180K 2996
2015
Q4
$180K Buy
+37,311
New +$180K 0.01% 761