Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-13
Closed -$941 1032
2024
Q1
$941 Buy
+13
New +$941 ﹤0.01% 889
2022
Q4
Sell
-200
Closed -$16K 827
2022
Q3
$16K Hold
200
﹤0.01% 490
2022
Q2
$23K Hold
200
﹤0.01% 422
2022
Q1
$22K Buy
+200
New +$22K ﹤0.01% 449
2021
Q4
Sell
-200
Closed -$30K 98
2021
Q3
$30K Hold
200
﹤0.01% 362
2021
Q2
$45K Hold
200
﹤0.01% 299
2021
Q1
$45K Hold
200
0.01% 281
2020
Q4
$47K Hold
200
0.01% 249
2020
Q3
$59K Buy
+200
New +$59K 0.01% 223
2018
Q3
Sell
-3
Closed -$1K 467
2018
Q2
$1K Buy
+3
New +$1K ﹤0.01% 420
2016
Q3
Sell
-250
Closed -$20K 451
2016
Q2
$20K Buy
+250
New +$20K ﹤0.01% 292