Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1
Closed -$174 748
2023
Q4
$174 Hold
1
﹤0.01% 699
2023
Q3
$156 Hold
1
﹤0.01% 772
2023
Q2
$164 Buy
+1
New +$164 ﹤0.01% 972
2022
Q4
Sell
-200
Closed -$21K 647
2022
Q3
$21K Buy
+200
New +$21K ﹤0.01% 443
2021
Q1
Sell
-50
Closed -$3K 737
2020
Q4
$3K Hold
50
﹤0.01% 644
2020
Q3
$2K Hold
50
﹤0.01% 599
2020
Q2
$2K Sell
50
-200
-80% -$8K ﹤0.01% 556
2020
Q1
$9K Buy
250
+50
+25% +$1.8K ﹤0.01% 449
2019
Q4
$11K Hold
200
﹤0.01% 432
2019
Q3
$10K Sell
200
-46
-19% -$2.3K ﹤0.01% 426
2019
Q2
$14K Buy
246
+46
+23% +$2.62K ﹤0.01% 549
2019
Q1
$12K Hold
200
﹤0.01% 439
2018
Q4
$10K Hold
200
﹤0.01% 456
2018
Q3
$13K Hold
200
﹤0.01% 458
2018
Q2
$13K Hold
200
﹤0.01% 426
2018
Q1
$12K Hold
200
﹤0.01% 451
2017
Q4
$13K Hold
200
﹤0.01% 447
2017
Q3
$11K Hold
200
﹤0.01% 464
2017
Q2
$12K Sell
200
-230
-53% -$13.8K ﹤0.01% 478
2017
Q1
$26K Sell
430
-83
-16% -$5.02K ﹤0.01% 381
2016
Q4
$31K Hold
513
﹤0.01% 369
2016
Q3
$25K Buy
513
+313
+157% +$15.3K ﹤0.01% 367
2016
Q2
$10K Hold
200
﹤0.01% 415
2016
Q1
$9K Hold
200
﹤0.01% 424
2015
Q4
$8K Hold
200
﹤0.01% 422
2015
Q3
$8K Hold
200
﹤0.01% 476
2015
Q2
$9K Hold
200
﹤0.01% 459
2015
Q1
$10K Hold
200
﹤0.01% 442
2014
Q4
$10K Hold
200
﹤0.01% 471
2014
Q3
$11K Hold
200
﹤0.01% 459
2014
Q2
$10K Hold
200
﹤0.01% 465
2014
Q1
$10K Hold
200
﹤0.01% 444
2013
Q4
$11K Buy
+200
New +$11K ﹤0.01% 439