Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-400
Closed -$15K 1287
2024
Q1
$15K Hold
400
﹤0.01% 1065
2023
Q4
$15.3K Hold
400
﹤0.01% 1057
2023
Q3
$14.3K Hold
400
﹤0.01% 1077
2023
Q2
$17.2K Hold
400
﹤0.01% 1057
2023
Q1
$16.4K Hold
400
﹤0.01% 1124
2022
Q4
$15.5K Hold
400
﹤0.01% 1166
2022
Q3
$16K Hold
400
﹤0.01% 1137
2022
Q2
$18K Hold
400
﹤0.01% 1141
2022
Q1
$22K Hold
400
﹤0.01% 1141
2021
Q4
$23K Hold
400
﹤0.01% 1143
2021
Q3
$21K Hold
400
﹤0.01% 1165
2021
Q2
$19K Hold
400
﹤0.01% 1171
2021
Q1
$17K Hold
400
﹤0.01% 1165
2020
Q4
$15K Hold
400
﹤0.01% 1104
2020
Q3
$13K Hold
400
﹤0.01% 1094
2020
Q2
$14K Hold
400
﹤0.01% 1109
2020
Q1
$14K Hold
400
﹤0.01% 1078
2019
Q4
$18K Hold
400
﹤0.01% 1067
2019
Q3
$19K Hold
400
﹤0.01% 1061
2019
Q2
$17K Sell
400
-769
-66% -$32.7K ﹤0.01% 1109
2019
Q1
$53K Hold
1,169
﹤0.01% 949
2018
Q4
$46K Hold
1,169
﹤0.01% 940
2018
Q3
$47K Hold
1,169
﹤0.01% 990
2018
Q2
$43K Hold
1,169
﹤0.01% 982
2018
Q1
$41K Hold
1,169
﹤0.01% 987
2017
Q4
$45K Hold
1,169
﹤0.01% 1018
2017
Q3
$44K Hold
1,169
﹤0.01% 981
2017
Q2
$45K Hold
1,169
﹤0.01% 957
2017
Q1
$42K Hold
1,169
﹤0.01% 969
2016
Q4
$42K Hold
1,169
﹤0.01% 955
2016
Q3
$42K Hold
1,169
﹤0.01% 961
2016
Q2
$43K Sell
1,169
-1,169
-50% -$43K ﹤0.01% 984
2016
Q1
$90K Hold
2,338
﹤0.01% 809
2015
Q4
$87K Hold
2,338
﹤0.01% 837
2015
Q3
$80K Hold
2,338
﹤0.01% 849
2015
Q2
$74K Hold
2,338
﹤0.01% 881
2015
Q1
$79K Hold
2,338
﹤0.01% 878
2014
Q4
$72K Hold
2,338
﹤0.01% 909
2014
Q3
$63K Hold
2,338
﹤0.01% 913
2014
Q2
$66K Hold
2,338
﹤0.01% 895
2014
Q1
$60K Sell
2,338
-467
-17% -$12K ﹤0.01% 910
2013
Q4
$65K Hold
2,805
﹤0.01% 880
2013
Q3
$66K Hold
2,805
﹤0.01% 874
2013
Q2
$71K Buy
+2,805
New +$71K ﹤0.01% 860