Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,500
| Closed | -$291K | – | 1083 |
|
|
2023
Q1 | $291K | Hold |
1,500
| – | – | ﹤0.01% | 1024 |
|
|
2022
Q4 | $330K | Sell |
1,500
-3,100
| -67% | -$682K | ﹤0.01% | 1035 |
|
|
2022
Q3 | $961K | Buy |
4,600
+3,100
| +207% | +$648K | ﹤0.01% | 863 |
|
|
2022
Q2 | $333K | Buy |
+1,500
| New | +$333K | ﹤0.01% | 1026 |
|
|
2021
Q3 | – | Sell |
-1,800
| Closed | -$482K | – | 1226 |
|
|
2021
Q2 | $482K | Buy |
+1,800
| New | +$482K | ﹤0.01% | 1111 |
|
|
2013
Q3 | – | Sell |
-500
| Closed | -$147K | – | 1278 |
|
|
2013
Q2 | $147K | Buy |
+500
| New | +$147K | ﹤0.01% | 1132 |
|