Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,355
| Closed | -$24.1K | – | 446 |
|
|
2023
Q1 | $24.1K | Hold |
4,355
| – | – | 0.01% | 280 |
|
|
2022
Q4 | $17.6K | Hold |
4,355
| – | – | 0.01% | 287 |
|
|
2022
Q3 | $15K | Hold |
4,355
| – | – | 0.01% | 299 |
|
|
2022
Q2 | $17K | Hold |
4,355
| – | – | 0.01% | 287 |
|
|
2022
Q1 | $23K | Hold |
4,355
| – | – | 0.01% | 275 |
|
|
2021
Q4 | $30K | Hold |
4,355
| – | – | 0.02% | 258 |
|
|
2021
Q3 | $31K | Hold |
4,355
| – | – | 0.02% | 261 |
|
|
2021
Q2 | $37K | Hold |
4,355
| – | – | 0.02% | 250 |
|
|
2021
Q1 | $30K | Hold |
4,355
| – | – | 0.02% | 262 |
|
|
2020
Q4 | $22K | Hold |
4,355
| – | – | 0.02% | 276 |
|
|
2020
Q3 | $17K | Hold |
4,355
| – | – | 0.01% | 279 |
|
|
2020
Q2 | $13K | Hold |
4,355
| – | – | 0.01% | 309 |
|
|
2020
Q1 | $9K | Hold |
4,355
| – | – | 0.01% | 306 |
|
|
2019
Q4 | $16K | Hold |
4,355
| – | – | 0.01% | 295 |
|
|
2019
Q3 | $17K | Hold |
4,355
| – | – | 0.02% | 285 |
|
|
2019
Q2 | $19K | Hold |
4,355
| – | – | 0.02% | 310 |
|
|
2019
Q1 | $20K | Buy |
+4,355
| New | +$20K | 0.01% | 243 |
|