Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-76
Closed -$1.54K 1624
2023
Q4
$1.54K Buy
76
+23
+43% +$466 ﹤0.01% 1306
2023
Q3
$1.11K Hold
53
﹤0.01% 1340
2023
Q2
$850 Buy
+53
New +$850 ﹤0.01% 1410
2022
Q4
Sell
-19
Closed 1610
2022
Q3
$0 Hold
19
﹤0.01% 1477
2022
Q2
$0 Hold
19
﹤0.01% 1328
2022
Q1
$0 Hold
19
﹤0.01% 1290
2021
Q4
$0 Hold
19
﹤0.01% 1295
2021
Q3
$0 Hold
19
﹤0.01% 1217
2021
Q2
$0 Hold
19
﹤0.01% 1229
2021
Q1
$0 Hold
19
﹤0.01% 1242
2020
Q4
$0 Hold
19
﹤0.01% 1160
2020
Q3
$0 Hold
19
﹤0.01% 1190
2020
Q2
$0 Sell
19
-28
-60% ﹤0.01% 1150
2020
Q1
$0 Buy
47
+28
+147% ﹤0.01% 1185
2019
Q4
$0 Sell
19
-38
-67% ﹤0.01% 1186
2019
Q3
$1K Buy
+57
New +$1K ﹤0.01% 1025
2019
Q1
Sell
-201
Closed -$5K 955
2018
Q4
$5K Sell
201
-107
-35% -$2.66K ﹤0.01% 705
2018
Q3
$13K Buy
+308
New +$13K ﹤0.01% 583
2018
Q2
Sell
-17
Closed -$1K 1096
2018
Q1
$1K Hold
17
﹤0.01% 922
2017
Q4
$1K Buy
+17
New +$1K ﹤0.01% 926
2017
Q1
Sell
-200
Closed -$7K 809
2016
Q4
$7K Sell
200
-204
-50% -$7.14K ﹤0.01% 502
2016
Q3
$15K Buy
404
+1
+0.2% +$37 ﹤0.01% 397
2016
Q2
$14K Hold
403
﹤0.01% 385
2016
Q1
$13K Buy
403
+203
+102% +$6.55K ﹤0.01% 408
2015
Q4
$7K Sell
200
-106
-35% -$3.71K ﹤0.01% 444
2015
Q3
$12K Buy
306
+2
+0.7% +$78 ﹤0.01% 366
2015
Q2
$15K Hold
304
﹤0.01% 336
2015
Q1
$15K Buy
304
+104
+52% +$5.13K ﹤0.01% 349
2014
Q4
$13K Hold
200
﹤0.01% 330
2014
Q3
$15K Hold
200
﹤0.01% 298
2014
Q2
$16K Buy
+200
New +$16K ﹤0.01% 309