Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-155
Closed -$7.31K 1363
2024
Q2
$7.31K Hold
155
﹤0.01% 1032
2024
Q1
$9.11K Buy
155
+18
+13% +$1.06K ﹤0.01% 964
2023
Q4
$7.39K Hold
137
﹤0.01% 978
2023
Q3
$6.84K Hold
137
﹤0.01% 954
2023
Q2
$7.04K Hold
137
﹤0.01% 997
2023
Q1
$7.6K Hold
137
﹤0.01% 979
2022
Q4
$7.25K Hold
137
﹤0.01% 984
2022
Q3
$6K Hold
137
﹤0.01% 969
2022
Q2
$6K Sell
137
-12
-8% -$526 ﹤0.01% 986
2022
Q1
$8K Hold
149
﹤0.01% 962
2021
Q4
$9K Buy
149
+99
+198% +$5.98K ﹤0.01% 925
2021
Q3
$2K Buy
+50
New +$2K ﹤0.01% 1073
2015
Q4
Sell
-1,100
Closed -$18K 898
2015
Q3
$18K Hold
1,100
﹤0.01% 701
2015
Q2
$30K Hold
1,100
﹤0.01% 625
2015
Q1
$35K Hold
1,100
﹤0.01% 595
2014
Q4
$25K Hold
1,100
﹤0.01% 664
2014
Q3
$28K Hold
1,100
﹤0.01% 637
2014
Q2
$30K Hold
1,100
﹤0.01% 633
2014
Q1
$30K Hold
1,100
﹤0.01% 635
2013
Q4
$32K Hold
1,100
﹤0.01% 596
2013
Q3
$25K Hold
1,100
﹤0.01% 619
2013
Q2
$26K Buy
+1,100
New +$26K ﹤0.01% 590