Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-325
Closed -$3.25K 1377
2024
Q2
$3.25K Hold
325
﹤0.01% 918
2024
Q1
$3.83K Hold
325
﹤0.01% 764
2023
Q4
$3.72K Hold
325
﹤0.01% 1064
2023
Q3
$3.73K Hold
325
﹤0.01% 1024
2023
Q2
$3.78K Hold
325
﹤0.01% 1017
2023
Q1
$3.88K Hold
325
﹤0.01% 998
2022
Q4
$3.21K Hold
325
﹤0.01% 1014
2022
Q3
$3K Hold
325
﹤0.01% 1106
2022
Q2
$4K Hold
325
﹤0.01% 958
2022
Q1
$4K Hold
325
﹤0.01% 951
2021
Q4
$3K Hold
325
﹤0.01% 1042
2021
Q3
$4K Hold
325
﹤0.01% 930
2021
Q2
$4K Hold
325
﹤0.01% 927
2021
Q1
$4K Hold
325
﹤0.01% 931
2020
Q4
$3K Hold
325
﹤0.01% 921
2020
Q3
$3K Hold
325
﹤0.01% 926
2020
Q2
$4K Hold
325
﹤0.01% 807
2020
Q1
$4K Hold
325
﹤0.01% 830
2019
Q4
$5K Sell
325
-1,000
-75% -$15.4K ﹤0.01% 830
2019
Q3
$21K Buy
1,325
+1,000
+308% +$15.8K ﹤0.01% 522
2019
Q2
$5K Hold
325
﹤0.01% 783
2019
Q1
$5K Hold
325
﹤0.01% 660
2018
Q4
$5K Hold
325
﹤0.01% 720
2018
Q3
$5K Hold
325
﹤0.01% 756
2018
Q2
$5K Hold
325
﹤0.01% 734
2018
Q1
$6K Hold
325
﹤0.01% 708
2017
Q4
$6K Buy
+325
New +$6K ﹤0.01% 675
2017
Q3
Sell
-325
Closed -$5K 747
2017
Q2
$5K Hold
325
﹤0.01% 589
2017
Q1
$5K Hold
325
﹤0.01% 621
2016
Q4
$5K Hold
325
﹤0.01% 564
2016
Q3
$5K Hold
325
﹤0.01% 541
2016
Q2
$5K Sell
325
-533
-62% -$8.2K ﹤0.01% 528
2016
Q1
$15K Hold
858
﹤0.01% 391
2015
Q4
$14K Hold
858
﹤0.01% 365
2015
Q3
$13K Hold
858
﹤0.01% 358
2015
Q2
$13K Hold
858
﹤0.01% 360
2015
Q1
$14K Buy
858
+533
+164% +$8.7K ﹤0.01% 359
2014
Q4
$5K Hold
325
﹤0.01% 421
2014
Q3
$5K Hold
325
﹤0.01% 378
2014
Q2
$5K Hold
325
﹤0.01% 404
2014
Q1
$5K Hold
325
﹤0.01% 397
2013
Q4
$4K Sell
325
-246
-43% -$3.03K ﹤0.01% 460
2013
Q3
$7K Buy
+571
New +$7K ﹤0.01% 320