Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,600
Closed -$5.47K 747
2023
Q4
$5.47K Sell
1,600
-100
-6% -$342 ﹤0.01% 517
2023
Q3
$6.36K Buy
1,700
+100
+6% +$374 ﹤0.01% 539
2023
Q2
$6.66K Hold
1,600
﹤0.01% 535
2023
Q1
$7.86K Hold
1,600
﹤0.01% 479
2022
Q4
$7.42K Hold
1,600
﹤0.01% 490
2022
Q3
$7K Hold
1,600
﹤0.01% 537
2022
Q2
$7K Hold
1,600
﹤0.01% 497
2022
Q1
$9K Hold
1,600
﹤0.01% 494
2021
Q4
$10K Hold
1,600
﹤0.01% 476
2021
Q3
$9K Hold
1,600
﹤0.01% 513
2021
Q2
$9K Hold
1,600
﹤0.01% 505
2021
Q1
$6K Hold
1,600
﹤0.01% 509
2020
Q4
$6K Hold
1,600
﹤0.01% 580
2020
Q3
$6K Hold
1,600
﹤0.01% 499
2020
Q2
$7K Hold
1,600
﹤0.01% 454
2020
Q1
$5K Hold
1,600
﹤0.01% 490
2019
Q4
$6K Buy
+1,600
New +$6K ﹤0.01% 462
2016
Q2
Sell
-133
Closed -$1K 505
2016
Q1
$1K Buy
+133
New +$1K ﹤0.01% 489