Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-160
Closed -$5.88K 1538
2023
Q4
$5.88K Sell
160
-2,180
-93% -$80K ﹤0.01% 1307
2023
Q3
$83.2K Hold
2,340
﹤0.01% 809
2023
Q2
$79.4K Hold
2,340
﹤0.01% 828
2023
Q1
$80.6K Hold
2,340
﹤0.01% 867
2022
Q4
$76.8K Hold
2,340
﹤0.01% 882
2022
Q3
$70K Hold
2,340
﹤0.01% 906
2022
Q2
$68K Hold
2,340
﹤0.01% 900
2022
Q1
$78K Buy
2,340
+160
+7% +$5.33K ﹤0.01% 887
2021
Q4
$65K Hold
2,180
﹤0.01% 921
2021
Q3
$62K Hold
2,180
﹤0.01% 885
2021
Q2
$65K Hold
2,180
﹤0.01% 893
2021
Q1
$56K Hold
2,180
﹤0.01% 906
2020
Q4
$47K Hold
2,180
﹤0.01% 868
2020
Q3
$34K Hold
2,180
﹤0.01% 902
2020
Q2
$38K Hold
2,180
﹤0.01% 843
2020
Q1
$25K Sell
2,180
-28
-1% -$321 ﹤0.01% 938
2019
Q4
$56K Hold
2,208
﹤0.01% 823
2019
Q3
$62K Hold
2,208
﹤0.01% 789
2019
Q2
$71K Hold
2,208
﹤0.01% 720
2019
Q1
$73K Sell
2,208
-942
-30% -$31.1K ﹤0.01% 711
2018
Q4
$95K Buy
3,150
+3,122
+11,150% +$94.2K ﹤0.01% 643
2018
Q3
$1K Hold
28
﹤0.01% 1230
2018
Q2
$1K Hold
28
﹤0.01% 1223
2018
Q1
$1K Hold
28
﹤0.01% 1268
2017
Q4
$1K Hold
28
﹤0.01% 1240
2017
Q3
$1K Hold
28
﹤0.01% 1280
2017
Q2
$1K Sell
28
-2,754
-99% -$98.4K ﹤0.01% 1210
2017
Q1
$100K Hold
2,782
﹤0.01% 584
2016
Q4
$96K Hold
2,782
﹤0.01% 594
2016
Q3
$94K Hold
2,782
﹤0.01% 587
2016
Q2
$94K Hold
2,782
﹤0.01% 600
2016
Q1
$83K Hold
2,782
﹤0.01% 626
2015
Q4
$109K Buy
+2,782
New +$109K ﹤0.01% 572