Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-688
Closed -$11.1K 4175
2024
Q3
$11.1K Hold
688
﹤0.01% 3324
2024
Q2
$7.47K Hold
688
﹤0.01% 3393
2024
Q1
$9.63K Hold
688
﹤0.01% 3330
2023
Q4
$7.25K Hold
688
﹤0.01% 3412
2023
Q3
$6.29K Hold
688
﹤0.01% 3341
2023
Q2
$5K Hold
688
﹤0.01% 3448
2023
Q1
$5.82K Hold
688
﹤0.01% 3459
2022
Q4
$5.17K Sell
688
-115
-14% -$864 ﹤0.01% 3489
2022
Q3
$6K Buy
803
+115
+17% +$859 ﹤0.01% 3510
2022
Q2
$8K Hold
688
﹤0.01% 3398
2022
Q1
$8K Hold
688
﹤0.01% 3429
2021
Q4
$4K Hold
688
﹤0.01% 3676
2021
Q3
$5K Hold
688
﹤0.01% 3604
2021
Q2
$9K Sell
688
-687
-50% -$8.99K ﹤0.01% 3415
2021
Q1
$18K Hold
1,375
﹤0.01% 3059
2020
Q4
$5K Buy
+1,375
New +$5K ﹤0.01% 3366
2019
Q3
Sell
-1,000
Closed -$15K 3603
2019
Q2
$15K Buy
1,000
+250
+33% +$3.75K ﹤0.01% 2974
2019
Q1
$17K Sell
750
-750
-50% -$17K ﹤0.01% 2914
2018
Q4
$18K Hold
1,500
﹤0.01% 2846
2018
Q3
$28K Buy
1,500
+750
+100% +$14K ﹤0.01% 2809
2018
Q2
$21K Buy
750
+250
+50% +$7K ﹤0.01% 2915
2018
Q1
$5K Buy
+500
New +$5K ﹤0.01% 3309