Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-100
Closed -$27.5K 484
2024
Q3
$27.5K Hold
100
﹤0.01% 388
2024
Q2
$24.7K Buy
+100
New +$24.7K ﹤0.01% 481
2024
Q1
Sell
-2
Closed -$487 680
2023
Q4
$487 Sell
2
-12
-86% -$2.92K ﹤0.01% 668
2023
Q3
$2.9K Hold
14
﹤0.01% 604
2023
Q2
$2.87K Buy
+14
New +$2.87K ﹤0.01% 611
2021
Q1
Sell
-14
Closed -$4K 576
2020
Q4
$4K Hold
14
﹤0.01% 595
2020
Q3
$3K Hold
14
﹤0.01% 544
2020
Q2
$3K Hold
14
﹤0.01% 504
2020
Q1
$2K Buy
+14
New +$2K ﹤0.01% 535
2019
Q3
Sell
-341
Closed -$56K 513
2019
Q2
$56K Buy
+341
New +$56K 0.01% 353