Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-660
Closed -$1K 1301
2023
Q4
$1K Sell
660
-40
-6% -$61 ﹤0.01% 1226
2023
Q3
$1K Buy
+700
New +$1K ﹤0.01% 1312
2021
Q3
Sell
-159
Closed -$2K 2379
2021
Q2
$2K Buy
+159
New +$2K ﹤0.01% 1964
2021
Q1
Sell
-44
Closed 2313
2020
Q4
$0 Sell
44
-41,924
-100% ﹤0.01% 2037
2020
Q3
$369K Buy
+41,968
New +$369K 0.02% 351
2020
Q2
Sell
-21,496
Closed -$157K 1808
2020
Q1
$157K Buy
+21,496
New +$157K 0.01% 493
2019
Q4
Sell
-5,201
Closed -$35K 1778
2019
Q3
$35K Buy
+5,201
New +$35K ﹤0.01% 918
2019
Q2
Hold
0
1862
2019
Q1
Hold
0
1803
2017
Q1
Hold
0
3051
2016
Q4
Sell
-546
Closed -$2K 3108
2016
Q3
$2K Buy
+546
New +$2K ﹤0.01% 2555
2016
Q2
Sell
-8,346
Closed -$42K 3072
2016
Q1
$42K Buy
8,346
+3,900
+88% +$19.6K ﹤0.01% 1386
2015
Q4
$22K Buy
+4,446
New +$22K ﹤0.01% 1811