Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-760
| Closed | -$329K | – | 1122 |
|
|
2022
Q1 | $329K | Buy |
+760
| New | +$329K | ﹤0.01% | 855 |
|
|
2018
Q3 | – | Sell |
-600
| Closed | -$119K | – | 783 |
|
|
2018
Q2 | $119K | Hold |
600
| – | – | ﹤0.01% | 775 |
|
|
2018
Q1 | $120K | Hold |
600
| – | – | ﹤0.01% | 967 |
|
|
2017
Q4 | $116K | Hold |
600
| – | – | ﹤0.01% | 737 |
|
|
2017
Q3 | $108K | Sell |
600
-600
| -50% | -$108K | ﹤0.01% | 762 |
|
|
2017
Q2 | $199K | Sell |
1,200
-600
| -33% | -$99.5K | ﹤0.01% | 694 |
|
|
2017
Q1 | $297K | Sell |
1,800
-600
| -25% | -$99K | ﹤0.01% | 681 |
|
|
2016
Q4 | $392K | Buy |
+2,400
| New | +$392K | ﹤0.01% | 643 |
|