Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-100
Closed -$4K 1131
2024
Q2
$4K Buy
100
+30
+43% +$1.2K ﹤0.01% 804
2024
Q1
$2K Sell
70
-176
-72% -$5.03K ﹤0.01% 998
2023
Q4
$9K Buy
246
+15
+6% +$549 ﹤0.01% 686
2023
Q3
$8K Sell
231
-5
-2% -$173 ﹤0.01% 647
2023
Q2
$11K Buy
236
+20
+9% +$932 ﹤0.01% 590
2023
Q1
$9K Hold
216
﹤0.01% 613
2022
Q4
$8K Hold
216
﹤0.01% 610
2022
Q3
$9K Hold
216
﹤0.01% 600
2022
Q2
$10K Hold
216
﹤0.01% 578
2022
Q1
$12K Hold
216
﹤0.01% 576
2021
Q4
$13K Hold
216
﹤0.01% 570
2021
Q3
$11K Hold
216
﹤0.01% 569
2021
Q2
$11K Hold
216
﹤0.01% 569
2021
Q1
$9K Hold
216
﹤0.01% 558
2020
Q4
$8K Hold
216
﹤0.01% 555
2020
Q3
$7K Hold
216
﹤0.01% 523
2020
Q2
$8K Hold
216
﹤0.01% 506
2020
Q1
$8K Hold
216
﹤0.01% 495
2019
Q4
$10K Hold
216
﹤0.01% 533
2019
Q3
$10K Hold
216
﹤0.01% 511
2019
Q2
$10K Hold
216
﹤0.01% 486
2019
Q1
$10K Hold
216
﹤0.01% 478
2018
Q4
$9K Hold
216
﹤0.01% 465
2018
Q3
$9K Hold
216
﹤0.01% 447
2018
Q2
$8K Hold
216
﹤0.01% 443
2018
Q1
$8K Hold
216
﹤0.01% 429
2017
Q4
$8K Hold
216
﹤0.01% 439
2017
Q3
$8K Hold
216
﹤0.01% 436
2017
Q2
$8K Hold
216
﹤0.01% 435
2017
Q1
$8K Hold
216
﹤0.01% 436
2016
Q4
$8K Buy
+216
New +$8K ﹤0.01% 449