Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-744
| Closed | -$15.2K | – | 660 |
|
|
2022
Q4 | $15.2K | Sell |
744
-2,000
| -73% | -$40.8K | ﹤0.01% | 598 |
|
|
2022
Q3 | $63K | Hold |
2,744
| – | – | ﹤0.01% | 622 |
|
|
2022
Q2 | $105K | Hold |
2,744
| – | – | ﹤0.01% | 683 |
|
|
2022
Q1 | $71K | Hold |
2,744
| – | – | ﹤0.01% | 755 |
|
|
2021
Q4 | $88K | Hold |
2,744
| – | – | ﹤0.01% | 825 |
|
|
2021
Q3 | $72K | Hold |
2,744
| – | – | ﹤0.01% | 800 |
|
|
2021
Q2 | $96K | Buy |
+2,744
| New | +$96K | ﹤0.01% | 750 |
|