Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-17
Closed -$4.96K 1459
2023
Q4
$4.96K Buy
17
+3
+21% +$874 ﹤0.01% 1089
2023
Q3
$3.7K Hold
14
﹤0.01% 1158
2023
Q2
$4.61K Buy
14
+6
+75% +$1.98K ﹤0.01% 1018
2023
Q1
$1.95K Buy
8
+1
+14% +$244 ﹤0.01% 1254
2022
Q4
$1.87K Hold
7
﹤0.01% 1274
2022
Q3
$2K Buy
7
+1
+17% +$286 ﹤0.01% 1261
2022
Q2
$1K Sell
6
-1
-14% -$167 ﹤0.01% 1504
2022
Q1
$2K Buy
7
+5
+250% +$1.43K ﹤0.01% 1258
2021
Q4
$1K Buy
2
+1
+100% +$500 ﹤0.01% 1472
2021
Q3
$1K Buy
+1
New +$1K ﹤0.01% 1441
2016
Q1
Sell
-1,449
Closed -$115K 444
2015
Q4
$115K Hold
1,449
0.1% 106
2015
Q3
$135K Hold
1,449
0.12% 92
2015
Q2
$141K Hold
1,449
0.11% 93
2015
Q1
$144K Hold
1,449
0.12% 90
2014
Q4
$139K Buy
+1,449
New +$139K 0.1% 99