Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5
Closed -$527 1230
2024
Q3
$527 Buy
+5
New +$527 ﹤0.01% 1118
2023
Q3
Sell
-4
Closed -$548 1195
2023
Q2
$548 Buy
+4
New +$548 ﹤0.01% 1149
2022
Q4
Sell
-100
Closed -$12K 1150
2022
Q3
$12K Buy
+100
New +$12K ﹤0.01% 759
2022
Q1
Sell
-175
Closed -$26K 1126
2021
Q4
$26K Hold
175
﹤0.01% 703
2021
Q3
$27K Hold
175
﹤0.01% 698
2021
Q2
$36K Buy
175
+125
+250% +$25.7K ﹤0.01% 645
2021
Q1
$11K Hold
50
﹤0.01% 769
2020
Q4
$11K Hold
50
﹤0.01% 735
2020
Q3
$6K Hold
50
﹤0.01% 729
2020
Q2
$6K Sell
50
-24
-32% -$2.88K ﹤0.01% 747
2020
Q1
$8K Sell
74
-756
-91% -$81.7K ﹤0.01% 691
2019
Q4
$105K Buy
830
+780
+1,560% +$98.7K 0.01% 363
2019
Q3
$5K Sell
50
-200
-80% -$20K ﹤0.01% 779
2019
Q2
$29K Hold
250
﹤0.01% 545
2019
Q1
$41K Hold
250
﹤0.01% 474
2018
Q4
$40K Hold
250
﹤0.01% 471
2018
Q3
$57K Hold
250
﹤0.01% 445
2018
Q2
$61K Hold
250
0.01% 439
2018
Q1
$56K Buy
250
+100
+67% +$22.4K 0.01% 457
2017
Q4
$35K Buy
150
+100
+200% +$23.3K ﹤0.01% 499
2017
Q3
$12K Hold
50
﹤0.01% 640
2017
Q2
$9K Sell
50
-55
-52% -$9.9K ﹤0.01% 698
2017
Q1
$18K Hold
105
﹤0.01% 599
2016
Q4
$17K Hold
105
﹤0.01% 589
2016
Q3
$19K Hold
105
﹤0.01% 555
2016
Q2
$17K Hold
105
﹤0.01% 575
2016
Q1
$20K Hold
105
﹤0.01% 574
2015
Q4
$20K Hold
105
﹤0.01% 551
2015
Q3
$14K Buy
+105
New +$14K ﹤0.01% 604
2014
Q2
Sell
-75
Closed -$11K 791
2014
Q1
$11K Buy
75
+14
+23% +$2.05K ﹤0.01% 558
2013
Q4
$11K Hold
61
﹤0.01% 551
2013
Q3
$9K Sell
61
-300
-83% -$44.3K ﹤0.01% 548
2013
Q2
$34K Buy
+361
New +$34K 0.01% 380