Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,900
Closed -$247K 193
2024
Q3
$247K Buy
+7,900
New +$247K 0.11% 164
2022
Q2
Sell
-9,000
Closed -$333K 297
2022
Q1
$333K Hold
9,000
0.06% 260
2021
Q4
$409K Sell
9,000
-500
-5% -$22.7K 0.06% 303
2021
Q3
$602K Hold
9,500
0.09% 256
2021
Q2
$869K Hold
9,500
0.12% 201
2021
Q1
$647K Hold
9,500
0.09% 237
2020
Q4
$688K Hold
9,500
0.1% 240
2020
Q3
$360K Sell
9,500
-500
-5% -$18.9K 0.06% 293
2020
Q2
$354K Hold
10,000
0.06% 307
2020
Q1
$218K Hold
10,000
0.04% 358
2019
Q4
$216K Sell
10,000
-4,000
-29% -$86.4K 0.02% 411
2019
Q3
$317K Hold
14,000
0.03% 382
2019
Q2
$504K Hold
14,000
0.05% 339
2019
Q1
$441K Hold
14,000
0.04% 337
2018
Q4
$352K Hold
14,000
0.04% 358
2018
Q3
$404K Hold
14,000
0.04% 360
2018
Q2
$171K Hold
14,000
0.02% 435
2018
Q1
$112K Hold
14,000
0.01% 434
2017
Q4
$103K Hold
14,000
0.01% 410
2017
Q3
$52K Buy
14,000
+4,000
+40% +$14.9K ﹤0.01% 423
2017
Q2
$11K Hold
10,000
﹤0.01% 428
2017
Q1
$14K Hold
10,000
﹤0.01% 423
2016
Q4
$27K Hold
10,000
﹤0.01% 398
2016
Q3
$36K Hold
10,000
﹤0.01% 464
2016
Q2
$43K Hold
10,000
﹤0.01% 485
2016
Q1
$50K Hold
10,000
﹤0.01% 488
2015
Q4
$64K Buy
+10,000
New +$64K 0.01% 484