Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-708
Closed -$83K 1870
2024
Q2
$83K Buy
+708
New +$83K ﹤0.01% 1596
2022
Q4
Sell
-813
Closed -$111K 2267
2022
Q3
$111K Sell
813
-447
-35% -$61K ﹤0.01% 1736
2022
Q2
$117K Hold
1,260
﹤0.01% 1829
2022
Q1
$116 Hold
1,260
﹤0.01% 1907
2021
Q4
$105K Hold
1,260
﹤0.01% 1925
2021
Q3
$108K Hold
1,260
﹤0.01% 1958
2021
Q2
$111K Sell
1,260
-638
-34% -$56.2K ﹤0.01% 1943
2021
Q1
$159K Sell
1,898
-515
-21% -$43.1K ﹤0.01% 1775
2020
Q4
$228K Sell
2,413
-32,901
-93% -$3.11M ﹤0.01% 1631
2020
Q3
$2.77M Buy
35,314
+32,901
+1,363% +$2.58M ﹤0.01% 953
2020
Q2
$187K Buy
2,413
+813
+51% +$63K ﹤0.01% 1566
2020
Q1
$119K Hold
1,600
﹤0.01% 1587
2019
Q4
$139K Buy
+1,600
New +$139K ﹤0.01% 1709
2018
Q3
Sell
-600
Closed -$49K 2253
2018
Q2
$49K Buy
+600
New +$49K ﹤0.01% 1951
2014
Q1
Sell
-185
Closed -$6K 1548
2013
Q4
$6K Buy
+185
New +$6K ﹤0.01% 1495