Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-200
| Closed | -$4K | – | 3559 |
|
|
2021
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 3848 |
|
|
2021
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 3993 |
|
|
2021
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 3796 |
|
|
2015
Q4 | – | Sell |
-3,920
| Closed | -$50K | – | 3467 |
|
|
2015
Q3 | $50K | Sell |
3,920
-2,020
| -34% | -$25.8K | ﹤0.01% | 2593 |
|
|
2015
Q2 | $88K | Sell |
5,940
-425
| -7% | -$6.3K | ﹤0.01% | 2411 |
|
|
2015
Q1 | $91K | Sell |
6,365
-80,350
| -93% | -$1.15M | ﹤0.01% | 2539 |
|
|
2014
Q4 | $1.08M | Buy |
86,715
+76,355
| +737% | +$947K | ﹤0.01% | 1610 |
|
|
2014
Q3 | $143K | Buy |
10,360
+9,625
| +1,310% | +$133K | ﹤0.01% | 2478 |
|
|
2014
Q2 | $13K | Sell |
735
-465
| -39% | -$8.22K | ﹤0.01% | 3557 |
|
|
2014
Q1 | $16K | Buy |
+1,200
| New | +$16K | ﹤0.01% | 3635 |
|