Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-120
Closed -$1K 977
2024
Q2
$1K Hold
120
﹤0.01% 1068
2024
Q1
$2K Sell
120
-300
-71% -$5K ﹤0.01% 965
2023
Q4
$6K Buy
420
+80
+24% +$1.14K ﹤0.01% 752
2023
Q3
$4K Buy
340
+40
+13% +$471 ﹤0.01% 733
2023
Q2
$3K Hold
300
﹤0.01% 740
2023
Q1
$3K Hold
300
﹤0.01% 723
2022
Q4
$4K Hold
300
﹤0.01% 689
2022
Q3
$4K Hold
300
﹤0.01% 712
2022
Q2
$4K Buy
300
+25
+9% +$333 ﹤0.01% 694
2022
Q1
$11K Hold
275
﹤0.01% 587
2021
Q4
$12K Hold
275
﹤0.01% 579
2021
Q3
$15K Hold
275
﹤0.01% 529
2021
Q2
$17K Hold
275
﹤0.01% 515
2021
Q1
$17K Hold
275
﹤0.01% 476
2020
Q4
$14K Hold
275
﹤0.01% 481
2020
Q3
$8K Hold
275
﹤0.01% 505
2020
Q2
$9K Hold
275
﹤0.01% 489
2020
Q1
$7K Hold
275
﹤0.01% 506
2019
Q4
$12K Hold
275
﹤0.01% 498
2019
Q3
$11K Hold
275
﹤0.01% 497
2019
Q2
$18K Buy
275
+200
+267% +$13.1K ﹤0.01% 416
2019
Q1
$6K Buy
+75
New +$6K ﹤0.01% 537