Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-375
| Closed | -$20K | – | 4818 |
|
|
2021
Q4 | $20K | Sell |
375
-719
| -66% | -$38.3K | ﹤0.01% | 3109 |
|
|
2021
Q3 | $103K | Buy |
1,094
+656
| +150% | +$61.8K | ﹤0.01% | 3211 |
|
|
2021
Q2 | $73K | Hold |
438
| – | – | ﹤0.01% | 3241 |
|
|
2021
Q1 | $90K | Buy |
+438
| New | +$90K | ﹤0.01% | 3399 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3833 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4094 |
|