Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-59
Closed -$6.42K 590
2023
Q4
$6.42K Buy
59
+12
+26% +$1.31K ﹤0.01% 501
2023
Q3
$4.52K Hold
47
﹤0.01% 540
2023
Q2
$5.41K Sell
47
-625
-93% -$71.9K ﹤0.01% 493
2023
Q1
$82.6K Sell
672
-293
-30% -$36K 0.01% 191
2022
Q4
$113K Sell
965
-2
-0.2% -$234 0.02% 183
2022
Q3
$80K Buy
967
+901
+1,365% +$74.5K 0.02% 210
2022
Q2
$7K Buy
66
+52
+371% +$5.52K ﹤0.01% 507
2022
Q1
$2K Sell
14
-93
-87% -$13.3K ﹤0.01% 664
2021
Q4
$18K Buy
+107
New +$18K ﹤0.01% 394
2021
Q2
Sell
-800
Closed -$106K 680
2021
Q1
$106K Hold
800
0.03% 172
2020
Q4
$113K Hold
800
0.03% 146
2020
Q3
$100K Hold
800
0.03% 151
2020
Q2
$78K Buy
+800
New +$78K 0.02% 162
2020
Q1
Sell
-77
Closed -$8K 501
2019
Q4
$8K Hold
77
﹤0.01% 381
2019
Q3
$7K Hold
77
﹤0.01% 396
2019
Q2
$6K Hold
77
﹤0.01% 415
2019
Q1
$6K Buy
+77
New +$6K ﹤0.01% 403
2018
Q3
Sell
-540
Closed -$43K 624
2018
Q2
$43K Buy
540
+25
+5% +$1.99K 0.01% 272
2018
Q1
$34K Sell
515
-145
-22% -$9.57K 0.01% 291
2017
Q4
$41K Buy
+660
New +$41K 0.01% 201
2017
Q3
Sell
-800
Closed -$47K 514
2017
Q2
$47K Hold
800
0.02% 192
2017
Q1
$45K Sell
800
-13
-2% -$731 0.02% 178
2016
Q4
$41K Buy
+813
New +$41K 0.02% 187