Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-76
Closed -$11K 1280
2023
Q4
$11K Buy
76
+51
+204% +$7.38K ﹤0.01% 640
2023
Q3
$3K Hold
25
﹤0.01% 778
2023
Q2
$4K Hold
25
﹤0.01% 710
2023
Q1
$3K Hold
25
﹤0.01% 730
2022
Q4
$2K Hold
25
﹤0.01% 751
2022
Q3
$2K Hold
25
﹤0.01% 793
2022
Q2
$2K Hold
25
﹤0.01% 776
2022
Q1
$3K Hold
25
﹤0.01% 759
2021
Q4
$4K Hold
25
﹤0.01% 718
2021
Q3
$3K Buy
+25
New +$3K ﹤0.01% 735
2020
Q1
Sell
-78
Closed -$10K 828
2019
Q4
$10K Buy
+78
New +$10K ﹤0.01% 529
2019
Q1
Sell
-37
Closed -$4K 807
2018
Q4
$4K Buy
+37
New +$4K ﹤0.01% 565
2015
Q3
Sell
-13
Closed -$1K 642
2015
Q2
$1K Hold
13
﹤0.01% 579
2015
Q1
$1K Buy
+13
New +$1K ﹤0.01% 542