Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,560
Closed -$43.9K 1221
2024
Q1
$43.9K Hold
2,560
﹤0.01% 918
2023
Q4
$48.5K Hold
2,560
﹤0.01% 880
2023
Q3
$42.2K Sell
2,560
-1,005
-28% -$16.6K ﹤0.01% 904
2023
Q2
$64.2K Sell
3,565
-10,000
-74% -$180K ﹤0.01% 843
2023
Q1
$246K Buy
13,565
+10,000
+281% +$181K ﹤0.01% 639
2022
Q4
$54.4K Buy
3,565
+1,005
+39% +$15.3K ﹤0.01% 928
2022
Q3
$32K Hold
2,560
﹤0.01% 1007
2022
Q2
$41K Hold
2,560
﹤0.01% 1000
2022
Q1
$52K Hold
2,560
﹤0.01% 998
2021
Q4
$64K Hold
2,560
﹤0.01% 954
2021
Q3
$56K Buy
2,560
+60
+2% +$1.31K ﹤0.01% 970
2021
Q2
$48K Hold
2,500
﹤0.01% 994
2021
Q1
$53K Buy
+2,500
New +$53K ﹤0.01% 952
2019
Q2
Sell
-750
Closed -$6K 1444
2019
Q1
$6K Hold
750
﹤0.01% 1252
2018
Q4
$7K Hold
750
﹤0.01% 1211
2018
Q3
$9K Hold
750
﹤0.01% 1238
2018
Q2
$7K Hold
750
﹤0.01% 1227
2018
Q1
$7K Hold
750
﹤0.01% 1230
2017
Q4
$6K Hold
750
﹤0.01% 1294
2017
Q3
$5K Hold
750
﹤0.01% 1297
2017
Q2
$5K Hold
750
﹤0.01% 1246
2017
Q1
$5K Hold
750
﹤0.01% 1270
2016
Q4
$4K Hold
750
﹤0.01% 1275
2016
Q3
$4K Hold
750
﹤0.01% 1288
2016
Q2
$4K Hold
750
﹤0.01% 1340
2016
Q1
$3K Hold
750
﹤0.01% 1295
2015
Q4
$3K Buy
+750
New +$3K ﹤0.01% 1310