Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,000
Closed -$30.2K 545
2024
Q1
$30.2K Hold
1,000
0.01% 365
2023
Q4
$30.1K Hold
1,000
0.01% 347
2023
Q3
$25.7K Sell
1,000
-1,000
-50% -$25.7K 0.01% 334
2023
Q2
$61.4K Hold
2,000
0.02% 270
2023
Q1
$58.7K Hold
2,000
0.03% 251
2022
Q4
$54K Buy
+2,000
New +$54K 0.02% 251
2020
Q1
Sell
-1,140
Closed -$23K 347
2019
Q4
$23K Hold
1,140
0.01% 257
2019
Q3
$22K Buy
+1,140
New +$22K 0.02% 256
2018
Q4
Sell
-200
Closed -$5K 372
2018
Q3
$5K Sell
200
-190
-49% -$4.75K ﹤0.01% 312
2018
Q2
$9K Hold
390
0.01% 261
2018
Q1
$9K Hold
390
0.01% 282
2017
Q4
$8K Buy
+390
New +$8K 0.01% 267