Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-100
Closed -$6K 1237
2023
Q4
$6K Buy
+100
New +$6K ﹤0.01% 1063
2023
Q3
Sell
-32
Closed -$1K 1615
2023
Q2
$1K Sell
32
-2,416
-99% -$75.5K ﹤0.01% 1289
2023
Q1
$78K Buy
2,448
+2,344
+2,254% +$74.7K 0.01% 536
2022
Q4
$3K Sell
104
-193
-65% -$5.57K ﹤0.01% 1506
2022
Q3
$8K Buy
+297
New +$8K ﹤0.01% 1417
2020
Q1
Hold
0
1651
2019
Q4
Hold
0
1721
2017
Q1
Sell
-64
Closed -$1K 3000
2016
Q4
$1K Sell
64
-136
-68% -$2.13K ﹤0.01% 2720
2016
Q3
$3K Hold
200
﹤0.01% 2483
2016
Q2
$3K Buy
+200
New +$3K ﹤0.01% 2522