Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$53.4K Sell
178
-11
-6% -$3.3K ﹤0.01% 253
2024
Q1
$54.8K Hold
189
0.01% 233
2023
Q4
$47.8K Hold
189
﹤0.01% 247
2023
Q3
$50.1K Hold
189
0.01% 229
2023
Q2
$46.9K Hold
189
0.01% 255
2023
Q1
$43.2K Buy
189
+14
+8% +$3.2K 0.01% 242
2022
Q4
$30.3K Hold
175
﹤0.01% 279
2022
Q3
$25K Hold
175
﹤0.01% 281
2022
Q2
$39K Hold
175
0.01% 230
2022
Q1
$40K Hold
175
0.01% 265
2021
Q4
$45K Hold
175
0.01% 280
2021
Q3
$38K Sell
175
-25
-13% -$5.43K ﹤0.01% 292
2021
Q2
$60K Buy
200
+25
+14% +$7.5K 0.01% 220
2021
Q1
$50K Buy
175
+100
+133% +$28.6K 0.01% 249
2020
Q4
$19K Hold
75
﹤0.01% 322
2020
Q3
$19K Hold
75
﹤0.01% 315
2020
Q2
$10K Hold
75
﹤0.01% 362
2020
Q1
$9K Hold
75
﹤0.01% 399
2019
Q4
$12K Hold
75
﹤0.01% 374
2019
Q3
$11K Hold
75
﹤0.01% 389
2019
Q2
$12K Sell
75
-13
-15% -$2.08K ﹤0.01% 319
2019
Q1
$16K Hold
88
﹤0.01% 285
2018
Q4
$14K Buy
88
+13
+17% +$2.07K ﹤0.01% 241
2018
Q3
$18K Sell
75
-311
-81% -$74.6K 0.01% 221
2018
Q2
$88K Hold
386
0.04% 120
2018
Q1
$92K Buy
386
+345
+841% +$82.2K 0.04% 122
2017
Q4
$10K Buy
41
+18
+78% +$4.39K 0.01% 229
2017
Q3
$5K Buy
+23
New +$5K ﹤0.01% 171
2015
Q1
Sell
-50
Closed -$9K 177
2014
Q4
$9K Hold
50
0.01% 150
2014
Q3
$8K Buy
+50
New +$8K 0.01% 167
2014
Q2
Sell
-50
Closed -$7K 213
2014
Q1
$7K Sell
50
-11
-18% -$1.54K 0.01% 164
2013
Q4
$9K Buy
+61
New +$9K 0.01% 148