Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-19,060
Closed -$62.9K 978
2024
Q1
$62.9K Sell
19,060
-7,200
-27% -$23.8K ﹤0.01% 887
2023
Q4
$55.4K Hold
26,260
﹤0.01% 871
2023
Q3
$55.7K Hold
26,260
﹤0.01% 803
2023
Q2
$84.3K Buy
26,260
+16,260
+163% +$52.2K 0.01% 767
2023
Q1
$21.7K Hold
10,000
﹤0.01% 855
2022
Q4
$24.2K Hold
10,000
﹤0.01% 726
2022
Q3
$23 Hold
10,000
﹤0.01% 706
2022
Q2
$16K Hold
10,000
﹤0.01% 637
2022
Q1
$14K Hold
10,000
﹤0.01% 672
2021
Q4
$12K Hold
10,000
﹤0.01% 664
2021
Q3
$15K Hold
10,000
﹤0.01% 603
2021
Q2
$14K Hold
10,000
﹤0.01% 589
2021
Q1
$15K Hold
10,000
﹤0.01% 549
2020
Q4
$16K Hold
10,000
﹤0.01% 493
2020
Q3
$17K Hold
10,000
﹤0.01% 465
2020
Q2
$22K Buy
+10,000
New +$22K 0.01% 450
2019
Q1
Sell
-5,000
Closed -$5K 878
2018
Q4
$5K Buy
+5,000
New +$5K ﹤0.01% 1359
2018
Q1
$1K Hold
128
﹤0.01% 1660
2017
Q4
$0 Buy
+128
New ﹤0.01% 1743