Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-220
Closed -$16.2K 466
2023
Q4
$16.2K Hold
220
﹤0.01% 351
2023
Q3
$14.3K Hold
220
﹤0.01% 355
2023
Q2
$16.7K Hold
220
﹤0.01% 331
2023
Q1
$15K Hold
220
﹤0.01% 357
2022
Q4
$12.9K Hold
220
﹤0.01% 414
2022
Q3
$11K Hold
220
﹤0.01% 419
2022
Q2
$12K Hold
220
﹤0.01% 420
2022
Q1
$13K Hold
220
﹤0.01% 400
2021
Q4
$11K Sell
220
-5
-2% -$250 ﹤0.01% 479
2021
Q3
$13K Hold
225
﹤0.01% 392
2021
Q2
$14K Hold
225
﹤0.01% 367
2021
Q1
$13K Hold
225
﹤0.01% 360
2020
Q4
$11K Hold
225
﹤0.01% 363
2020
Q3
$8K Hold
225
﹤0.01% 421
2020
Q2
$10K Buy
225
+65
+41% +$2.89K ﹤0.01% 371
2020
Q1
$6K Sell
160
-30
-16% -$1.13K ﹤0.01% 357
2019
Q4
$14K Buy
190
+30
+19% +$2.21K ﹤0.01% 300
2019
Q3
$13K Hold
160
﹤0.01% 302
2019
Q2
$13K Hold
160
﹤0.01% 318
2019
Q1
$11K Hold
160
﹤0.01% 325
2018
Q4
$9K Hold
160
﹤0.01% 295
2018
Q3
$11K Buy
160
+20
+14% +$1.38K ﹤0.01% 308
2018
Q2
$9K Hold
140
﹤0.01% 501
2018
Q1
$9K Buy
+140
New +$9K ﹤0.01% 494
2017
Q4
Sell
-230
Closed -$13K 489
2017
Q3
$13K Buy
+230
New +$13K ﹤0.01% 291