Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,164
| Closed | -$28K | – | 1188 |
|
|
2021
Q4 | $28K | Sell |
5,164
-227
| -4% | -$1.23K | ﹤0.01% | 1153 |
|
|
2021
Q3 | $32K | Buy |
+5,391
| New | +$32K | ﹤0.01% | 1218 |
|
|
2019
Q2 | – | Sell |
-11,940
| Closed | -$128K | – | 1287 |
|
|
2019
Q1 | $128K | Buy |
11,940
+1,461
| +14% | +$15.7K | ﹤0.01% | 1289 |
|
|
2018
Q4 | $112K | Hold |
10,479
| – | – | ﹤0.01% | 1268 |
|
|
2018
Q3 | $88K | Hold |
10,479
| – | – | ﹤0.01% | 1318 |
|
|
2018
Q2 | $75K | Hold |
10,479
| – | – | ﹤0.01% | 1332 |
|
|
2018
Q1 | $121K | Hold |
10,479
| – | – | ﹤0.01% | 1341 |
|
|
2017
Q4 | $97K | Hold |
10,479
| – | – | ﹤0.01% | 1328 |
|
|
2017
Q3 | $88K | Hold |
10,479
| – | – | ﹤0.01% | 1298 |
|
|
2017
Q2 | $76K | Hold |
10,479
| – | – | ﹤0.01% | 1230 |
|
|
2017
Q1 | $89K | Buy |
+10,479
| New | +$89K | ﹤0.01% | 1253 |
|