Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-66
Closed -$2.25K 1388
2023
Q4
$2.25K Sell
66
-20
-23% -$680 ﹤0.01% 1198
2023
Q3
$2.75K Buy
86
+20
+30% +$638 ﹤0.01% 1092
2023
Q2
$1.9K Buy
+66
New +$1.9K ﹤0.01% 1169
2022
Q1
Sell
-22
Closed -$1K 1214
2021
Q4
$1K Hold
22
﹤0.01% 1135
2021
Q3
$1K Hold
22
﹤0.01% 1067
2021
Q2
$1K Hold
22
﹤0.01% 1059
2021
Q1
$1K Sell
22
-25
-53% -$1.14K ﹤0.01% 1071
2020
Q4
$1K Hold
47
﹤0.01% 1030
2020
Q3
$1K Sell
47
-19
-29% -$404 ﹤0.01% 1035
2020
Q2
$1K Sell
66
-295
-82% -$4.47K ﹤0.01% 963
2020
Q1
$7K Sell
361
-48,320
-99% -$937K ﹤0.01% 714
2019
Q4
$1.51M Sell
48,681
-1,301
-3% -$40.3K 0.07% 160
2019
Q3
$1.52M Sell
49,982
-4,357
-8% -$133K 0.07% 154
2019
Q2
$1.8M Buy
54,339
+20,432
+60% +$675K 0.09% 126
2019
Q1
$1.2M Sell
33,907
-24,910
-42% -$878K 0.08% 110
2018
Q4
$1.85M Buy
+58,817
New +$1.85M 0.11% 104
2014
Q2
Sell
-112
Closed -$6K 516
2014
Q1
$6K Buy
+112
New +$6K ﹤0.01% 383
2013
Q4
Sell
-95
Closed -$4K 595
2013
Q3
$4K Buy
+95
New +$4K ﹤0.01% 351