Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-338
Closed -$23.1K 1427
2023
Q4
$23.1K Buy
+338
New +$23.1K ﹤0.01% 1005
2023
Q3
Sell
-443
Closed -$26.4K 1496
2023
Q2
$26.4K Hold
443
﹤0.01% 984
2023
Q1
$28.1K Hold
443
﹤0.01% 1023
2022
Q4
$27.5K Sell
443
-57
-11% -$3.54K ﹤0.01% 1043
2022
Q3
$25K Hold
500
﹤0.01% 1055
2022
Q2
$28K Sell
500
-61
-11% -$3.42K ﹤0.01% 1063
2022
Q1
$38K Hold
561
﹤0.01% 1051
2021
Q4
$30K Hold
561
﹤0.01% 1096
2021
Q3
$26K Hold
561
﹤0.01% 1118
2021
Q2
$36K Hold
561
﹤0.01% 1052
2021
Q1
$34K Buy
+561
New +$34K ﹤0.01% 1034
2019
Q2
Sell
-17
Closed 1366
2019
Q1
$0 Sell
17
-61
-78% ﹤0.01% 1390
2018
Q4
$3K Sell
78
-337
-81% -$13K ﹤0.01% 1267
2018
Q3
$18K Hold
415
﹤0.01% 1140
2018
Q2
$18K Hold
415
﹤0.01% 1111
2018
Q1
$16K Hold
415
﹤0.01% 1120
2017
Q4
$17K Hold
415
﹤0.01% 1174
2017
Q3
$14K Hold
415
﹤0.01% 1171
2017
Q2
$13K Hold
415
﹤0.01% 1137
2017
Q1
$13K Hold
415
﹤0.01% 1153
2016
Q4
$13K Hold
415
﹤0.01% 1132
2016
Q3
$12K Hold
415
﹤0.01% 1154
2016
Q2
$10K Hold
415
﹤0.01% 1211
2016
Q1
$9K Sell
415
-560
-57% -$12.1K ﹤0.01% 1175
2015
Q4
$22K Hold
975
﹤0.01% 1068
2015
Q3
$27K Hold
975
﹤0.01% 1044
2015
Q2
$35K Sell
975
-54
-5% -$1.94K ﹤0.01% 1029
2015
Q1
$40K Hold
1,029
﹤0.01% 1014
2014
Q4
$41K Hold
1,029
﹤0.01% 1019
2014
Q3
$51K Buy
1,029
+591
+135% +$29.3K ﹤0.01% 960
2014
Q2
$25K Hold
438
﹤0.01% 1060
2014
Q1
$25K Hold
438
﹤0.01% 1057
2013
Q4
$25K Hold
438
﹤0.01% 1035
2013
Q3
$24K Hold
438
﹤0.01% 1050
2013
Q2
$23K Buy
+438
New +$23K ﹤0.01% 1053