Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-500
Closed -$38.4K 318
2023
Q4
$38.4K Sell
500
-1,400
-74% -$107K 0.03% 257
2023
Q3
$134K Hold
1,900
0.1% 175
2023
Q2
$122K Hold
1,900
0.09% 184
2023
Q1
$122K Hold
1,900
0.09% 184
2022
Q4
$116K Hold
1,900
0.09% 187
2022
Q3
$125K Hold
1,900
0.1% 183
2022
Q2
$172K Hold
1,900
0.13% 165
2022
Q1
$183K Hold
1,900
0.11% 166
2021
Q4
$247K Hold
1,900
0.15% 148
2021
Q3
$243K Hold
1,900
0.16% 145
2021
Q2
$245K Hold
1,900
0.17% 145
2021
Q1
$252K Hold
1,900
0.19% 135
2020
Q4
$179K Hold
1,900
0.15% 151
2020
Q3
$175K Hold
1,900
0.17% 141
2020
Q2
$170K Hold
1,900
0.18% 134
2020
Q1
$102K Hold
1,900
0.12% 159
2019
Q4
$167K Buy
+1,900
New +$167K 0.16% 135