Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$71.2K Hold
805
0.02% 215
2024
Q2
$60.7K Hold
805
0.01% 215
2024
Q1
$75.7K Hold
805
0.02% 196
2023
Q4
$87.4K Buy
805
+250
+45% +$27.1K 0.02% 208
2023
Q3
$53.1K Hold
555
0.01% 231
2023
Q2
$61.3K Buy
555
+50
+10% +$5.52K 0.02% 226
2023
Q1
$61.9K Hold
505
0.02% 217
2022
Q4
$59.1K Hold
505
0.02% 216
2022
Q3
$41K Hold
505
0.01% 230
2022
Q2
$51K Hold
505
0.01% 224
2022
Q1
$67K Hold
505
0.01% 214
2021
Q4
$84K Hold
505
0.02% 203
2021
Q3
$73K Hold
505
0.02% 212
2021
Q2
$78K Hold
505
0.02% 213
2021
Q1
$67K Sell
505
-25
-5% -$3.32K 0.02% 207
2020
Q4
$74K Sell
530
-2,400
-82% -$335K 0.02% 227
2020
Q3
$367K Hold
2,930
0.09% 118
2020
Q2
$287K Buy
2,930
+330
+13% +$32.3K 0.08% 128
2020
Q1
$215K Sell
2,600
-50
-2% -$4.14K 0.06% 149
2019
Q4
$268K Hold
2,650
0.06% 156
2019
Q3
$248K Sell
2,650
-80
-3% -$7.49K 0.06% 159
2019
Q2
$229K Buy
2,730
+2,430
+810% +$204K 0.05% 168
2019
Q1
$26K Hold
300
0.01% 336
2018
Q4
$22K Hold
300
0.01% 341
2018
Q3
$25K Hold
300
0.01% 357
2018
Q2
$23K Hold
300
0.01% 359
2018
Q1
$19K Hold
300
﹤0.01% 383
2017
Q4
$18K Hold
300
﹤0.01% 395
2017
Q3
$15K Hold
300
﹤0.01% 414
2017
Q2
$17K Sell
300
-100
-25% -$5.67K ﹤0.01% 394
2017
Q1
$22K Hold
400
0.01% 367
2016
Q4
$20K Hold
400
0.01% 366
2016
Q3
$21K Hold
400
0.01% 361
2016
Q2
$22K Buy
+400
New +$22K 0.01% 356