Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-740
| Closed | -$69.1K | – | 916 |
|
|
2024
Q3 | $69.1K | Hold |
740
| – | – | ﹤0.01% | 893 |
|
|
2024
Q2 | $79.2K | Hold |
740
| – | – | ﹤0.01% | 951 |
|
|
2024
Q1 | $89.1K | Sell |
740
-460
| -38% | -$55.4K | ﹤0.01% | 966 |
|
|
2023
Q4 | $132K | Hold |
1,200
| – | – | ﹤0.01% | 897 |
|
|
2023
Q3 | $116K | Hold |
1,200
| – | – | ﹤0.01% | 897 |
|
|
2023
Q2 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 934 |
|
|
2023
Q1 | $112K | Hold |
1,200
| – | – | ﹤0.01% | 914 |
|
|
2022
Q4 | $91.9K | Hold |
1,200
| – | – | ﹤0.01% | 956 |
|
|
2022
Q3 | $80K | Buy |
1,200
+200
| +20% | +$13.3K | ﹤0.01% | 960 |
|
|
2022
Q2 | $72K | Buy |
+1,000
| New | +$72K | ﹤0.01% | 968 |
|
|
2021
Q1 | – | Sell |
-48,600
| Closed | -$4.54M | – | 989 |
|
|
2020
Q4 | $4.54M | Buy |
+48,600
| New | +$4.54M | 0.01% | 422 |
|