Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-37
Closed -$1.35K 2419
2023
Q4
$1.35K Sell
37
-14
-27% -$511 ﹤0.01% 2132
2023
Q3
$3.74K Sell
51
-27
-35% -$1.98K ﹤0.01% 1829
2023
Q2
$9.44K Sell
78
-9
-10% -$1.09K ﹤0.01% 1570
2023
Q1
$17.9K Buy
87
+3
+4% +$617 ﹤0.01% 1301
2022
Q4
$15.7K Sell
84
-12
-13% -$2.25K ﹤0.01% 1349
2022
Q3
$17K Sell
96
-4
-4% -$708 ﹤0.01% 1310
2022
Q2
$31K Buy
+100
New +$31K ﹤0.01% 1121
2022
Q1
Sell
-59
Closed -$34K 2376
2021
Q4
$34K Sell
59
-1
-2% -$576 ﹤0.01% 1093
2021
Q3
$60K Buy
60
+5
+9% +$5K ﹤0.01% 832
2021
Q2
$68K Buy
55
+3
+6% +$3.71K ﹤0.01% 671
2021
Q1
$59K Buy
52
+36
+225% +$40.8K ﹤0.01% 676
2020
Q4
$18K Hold
16
﹤0.01% 926
2020
Q3
$15K Hold
16
﹤0.01% 917
2020
Q2
$17K Hold
16
﹤0.01% 861
2020
Q1
$9K Hold
16
﹤0.01% 970
2019
Q4
$11K Hold
16
﹤0.01% 1053
2019
Q3
$7K Buy
16
+7
+78% +$3.06K ﹤0.01% 1183
2019
Q2
$10K Hold
9
﹤0.01% 1092
2019
Q1
$19K Hold
9
﹤0.01% 865
2018
Q4
$13K Buy
9
+2
+29% +$2.89K ﹤0.01% 948
2018
Q3
$16K Hold
7
﹤0.01% 959
2018
Q2
$18K Hold
7
﹤0.01% 950
2018
Q1
$17K Hold
7
﹤0.01% 848
2017
Q4
$14K Buy
7
+2
+40% +$4K ﹤0.01% 935
2017
Q3
$8K Hold
5
﹤0.01% 1074
2017
Q2
$6K Hold
5
﹤0.01% 1131
2017
Q1
$6K Hold
5
﹤0.01% 1174
2016
Q4
$5K Hold
5
﹤0.01% 1165
2016
Q3
$5K Hold
5
﹤0.01% 1156
2016
Q2
$4K Buy
+5
New +$4K ﹤0.01% 1154