Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-958
Closed -$2K 1492
2023
Q4
$2K Buy
958
+280
+41% +$585 ﹤0.01% 1179
2023
Q3
$1K Sell
678
-700
-51% -$1.03K ﹤0.01% 1322
2023
Q2
$11K Sell
1,378
-1,100
-44% -$8.78K ﹤0.01% 959
2023
Q1
$18K Buy
+2,478
New +$18K ﹤0.01% 875
2022
Q1
Sell
-100
Closed 2353
2021
Q4
$0 Buy
+100
New ﹤0.01% 2426
2017
Q4
Sell
-40
Closed 2578
2017
Q3
$0 Sell
40
-209
-84% ﹤0.01% 2873
2017
Q2
$2K Buy
249
+40
+19% +$321 ﹤0.01% 2595
2017
Q1
$3K Sell
209
-70
-25% -$1.01K ﹤0.01% 2530
2016
Q4
$5K Buy
+279
New +$5K ﹤0.01% 2484
2016
Q3
Sell
-150
Closed -$2K 3162
2016
Q2
$2K Sell
150
-102
-40% -$1.36K ﹤0.01% 2599
2016
Q1
$5K Buy
252
+20
+9% +$397 ﹤0.01% 2394
2015
Q4
$5K Buy
+232
New +$5K ﹤0.01% 2507