Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-770
Closed -$9.56K 568
2023
Q4
$9.56K Buy
770
+421
+121% +$5.23K ﹤0.01% 897
2023
Q3
$3.83K Hold
349
﹤0.01% 1151
2023
Q2
$4.29K Hold
349
﹤0.01% 1041
2023
Q1
$4.21K Hold
349
﹤0.01% 1052
2022
Q4
$2.99K Sell
349
-194
-36% -$1.66K ﹤0.01% 1160
2022
Q3
$3K Buy
543
+436
+407% +$2.41K ﹤0.01% 1115
2022
Q2
$1K Sell
107
-410
-79% -$3.83K ﹤0.01% 1377
2022
Q1
$5K Hold
517
﹤0.01% 991
2021
Q4
$5K Hold
517
﹤0.01% 972
2021
Q3
$4K Buy
+517
New +$4K ﹤0.01% 1012
2020
Q4
Sell
-93
Closed 1377
2020
Q3
$0 Buy
93
+42
+82% ﹤0.01% 1346
2020
Q2
$0 Hold
51
﹤0.01% 1271
2020
Q1
$0 Sell
51
-199
-80% ﹤0.01% 1196
2019
Q4
$3K Hold
250
﹤0.01% 663
2019
Q3
$3K Buy
250
+7
+3% +$84 ﹤0.01% 609
2019
Q2
$3K Hold
243
﹤0.01% 628
2019
Q1
$3K Buy
+243
New +$3K ﹤0.01% 614
2018
Q3
Sell
-35
Closed 838
2018
Q2
$0 Buy
35
+13
+59% ﹤0.01% 824
2018
Q1
$0 Buy
22
+7
+47% ﹤0.01% 768
2017
Q4
$0 Buy
+15
New ﹤0.01% 691
2017
Q2
Sell
-6
Closed 562
2017
Q1
$0 Buy
+6
New ﹤0.01% 595