Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-318
Closed -$55.5K 600
2023
Q4
$55.5K Hold
318
0.01% 223
2023
Q3
$49.9K Hold
318
0.01% 221
2023
Q2
$52.3K Sell
318
-300
-49% -$49.3K 0.01% 218
2023
Q1
$95.8K Hold
618
0.02% 174
2022
Q4
$81.5K Hold
618
0.01% 216
2022
Q3
$66K Hold
618
0.01% 229
2022
Q2
$64K Sell
618
-12
-2% -$1.24K 0.01% 224
2022
Q1
$93K Sell
630
-55
-8% -$8.12K 0.02% 190
2021
Q4
$78K Sell
685
-36
-5% -$4.1K 0.01% 212
2021
Q3
$71K Buy
721
+121
+20% +$11.9K 0.01% 201
2021
Q2
$58K Hold
600
0.01% 217
2021
Q1
$48K Buy
600
+300
+100% +$24K 0.01% 236
2020
Q4
$16K Hold
300
﹤0.01% 317
2020
Q3
$13K Hold
300
﹤0.01% 362
2020
Q2
$12K Buy
+300
New +$12K ﹤0.01% 340
2018
Q4
Sell
-114
Closed -$7K 468
2018
Q3
$7K Hold
114
﹤0.01% 383
2018
Q2
$7K Hold
114
﹤0.01% 567
2018
Q1
$7K Hold
114
﹤0.01% 571
2017
Q4
$7K Buy
+114
New +$7K ﹤0.01% 400