Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-100
Closed -$7.2K 52
2024
Q3
$7.2K Buy
+100
New +$7.2K 0.02% 72
2024
Q1
Sell
-2,460
Closed -$221K 63
2023
Q4
$221K Buy
+2,460
New +$221K 0.79% 27
2023
Q3
Sell
-150
Closed -$15.3K 68
2023
Q2
$15.3K Buy
+150
New +$15.3K 0.03% 69
2022
Q3
Sell
-1,000
Closed -$165K 205
2022
Q2
$165K Sell
1,000
-2,800
-74% -$462K 0.03% 45
2022
Q1
$455K Buy
3,800
+3,550
+1,420% +$425K 0.1% 33
2021
Q4
$41K Sell
250
-400
-62% -$65.6K 0.01% 70
2021
Q3
$97K Sell
650
-680
-51% -$101K 0.03% 67
2021
Q2
$209K Buy
+1,330
New +$209K 0.04% 55
2019
Q3
Sell
-180
Closed -$15K 134
2019
Q2
$15K Sell
180
-2,740
-94% -$228K 0.02% 135
2019
Q1
$232K Buy
2,920
+2,220
+317% +$176K 0.5% 30
2018
Q4
$43K Buy
+700
New +$43K ﹤0.01% 84