Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-250
Closed -$17.9K 454
2023
Q4
$17.9K Hold
250
﹤0.01% 336
2023
Q3
$17.4K Hold
250
﹤0.01% 327
2023
Q2
$20.2K Buy
250
+40
+19% +$3.24K ﹤0.01% 302
2023
Q1
$16.9K Sell
210
-4
-2% -$323 ﹤0.01% 334
2022
Q4
$16K Buy
214
+60
+39% +$4.49K ﹤0.01% 389
2022
Q3
$10K Sell
154
-81
-34% -$5.26K ﹤0.01% 432
2022
Q2
$16K Sell
235
-18
-7% -$1.23K ﹤0.01% 370
2022
Q1
$20K Buy
253
+203
+406% +$16K ﹤0.01% 341
2021
Q4
$4K Buy
50
+26
+108% +$2.08K ﹤0.01% 624
2021
Q3
$2K Buy
+24
New +$2K ﹤0.01% 619
2017
Q3
Sell
-185
Closed -$8K 499
2017
Q2
$8K Hold
185
﹤0.01% 355
2017
Q1
$8K Hold
185
﹤0.01% 308
2016
Q4
$7K Buy
+185
New +$7K ﹤0.01% 342