Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-25
Closed -$483 1047
2024
Q1
$483 Hold
25
﹤0.01% 1353
2023
Q4
$374 Hold
25
﹤0.01% 1372
2023
Q3
$263 Hold
25
﹤0.01% 1410
2023
Q2
$239 Buy
+25
New +$239 ﹤0.01% 1383
2023
Q1
Sell
-505
Closed -$5.57K 1627
2022
Q4
$5.57K Sell
505
-225
-31% -$2.48K ﹤0.01% 1370
2022
Q3
$9K Sell
730
-50
-6% -$616 ﹤0.01% 1224
2022
Q2
$10K Buy
780
+50
+7% +$641 ﹤0.01% 1226
2022
Q1
$28K Hold
730
﹤0.01% 1104
2021
Q4
$31K Hold
730
﹤0.01% 1092
2021
Q3
$39K Hold
730
﹤0.01% 1035
2021
Q2
$44K Buy
+730
New +$44K ﹤0.01% 1008
2020
Q4
Sell
-700
Closed -$19K 1380
2020
Q3
$19K Hold
700
﹤0.01% 1031
2020
Q2
$23K Sell
700
-150
-18% -$4.93K ﹤0.01% 1007
2020
Q1
$22K Sell
850
-1,116
-57% -$28.9K ﹤0.01% 986
2019
Q4
$84K Buy
1,966
+253
+15% +$10.8K ﹤0.01% 822
2019
Q3
$69K Buy
+1,713
New +$69K ﹤0.01% 856