Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-150
Closed -$11.1K 1026
2024
Q2
$11.1K Hold
150
﹤0.01% 623
2024
Q1
$12.9K Hold
150
﹤0.01% 597
2023
Q4
$11K Hold
150
﹤0.01% 591
2023
Q3
$11.1K Hold
150
﹤0.01% 564
2023
Q2
$11.2K Hold
150
﹤0.01% 553
2023
Q1
$10.2K Hold
150
﹤0.01% 568
2022
Q4
$9.64K Hold
150
﹤0.01% 537
2022
Q3
$9K Hold
150
﹤0.01% 560
2022
Q2
$8K Hold
150
﹤0.01% 527
2022
Q1
$9K Buy
+150
New +$9K ﹤0.01% 532
2021
Q4
Sell
-150
Closed -$11K 279
2021
Q3
$11K Hold
150
﹤0.01% 473
2021
Q2
$10K Hold
150
﹤0.01% 449
2021
Q1
$11K Hold
150
﹤0.01% 416
2020
Q4
$11K Sell
150
-29
-16% -$2.13K ﹤0.01% 383
2020
Q3
$11K Hold
179
﹤0.01% 376
2020
Q2
$10K Hold
179
﹤0.01% 366
2020
Q1
$8K Hold
179
﹤0.01% 381
2019
Q4
$11K Hold
179
﹤0.01% 368
2019
Q3
$10K Hold
179
﹤0.01% 363
2019
Q2
$12K Hold
179
﹤0.01% 344
2019
Q1
$13K Hold
179
﹤0.01% 330
2018
Q4
$10K Hold
179
﹤0.01% 354
2018
Q3
$13K Hold
179
﹤0.01% 339
2018
Q2
$12K Hold
179
﹤0.01% 322
2018
Q1
$12K Hold
179
﹤0.01% 320
2017
Q4
$11K Hold
179
﹤0.01% 331
2017
Q3
$11K Hold
179
﹤0.01% 335
2017
Q2
$10K Hold
179
﹤0.01% 362
2017
Q1
$9K Hold
179
﹤0.01% 356
2016
Q4
$8K Sell
179
-27
-13% -$1.21K ﹤0.01% 336
2016
Q3
$9K Buy
+206
New +$9K ﹤0.01% 330