Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7
Closed -$542 1095
2024
Q3
$542 Buy
+7
New +$542 ﹤0.01% 1065
2022
Q2
Sell
-119
Closed -$11K 1093
2022
Q1
$11K Buy
119
+19
+19% +$1.76K ﹤0.01% 829
2021
Q4
$13K Sell
100
-400
-80% -$52K ﹤0.01% 829
2021
Q3
$64K Sell
500
-200
-29% -$25.6K ﹤0.01% 558
2021
Q2
$90K Hold
700
﹤0.01% 494
2021
Q1
$93K Hold
700
﹤0.01% 493
2020
Q4
$66K Buy
700
+100
+17% +$9.43K ﹤0.01% 553
2020
Q3
$55K Buy
600
+500
+500% +$45.8K ﹤0.01% 548
2020
Q2
$9K Hold
100
﹤0.01% 759
2020
Q1
$5K Sell
100
-800
-89% -$40K ﹤0.01% 807
2019
Q4
$79K Buy
900
+300
+50% +$26.3K ﹤0.01% 508
2019
Q3
$53K Hold
600
﹤0.01% 590
2019
Q2
$52K Buy
+600
New +$52K ﹤0.01% 593