Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-346
| Closed | -$14K | – | 1182 |
|
|
2022
Q3 | $14K | Buy |
+346
| New | +$14K | ﹤0.01% | 1065 |
|
|
2020
Q2 | – | Sell |
-2,880
| Closed | -$77K | – | 929 |
|
|
2020
Q1 | $77K | Buy |
+2,880
| New | +$77K | ﹤0.01% | 744 |
|
|
2018
Q4 | – | Sell |
-3,500
| Closed | -$190K | – | 797 |
|
|
2018
Q3 | $190K | Sell |
3,500
-15,200
| -81% | -$825K | ﹤0.01% | 655 |
|
|
2018
Q2 | $1.07M | Buy |
18,700
+900
| +5% | +$51.3K | ﹤0.01% | 544 |
|
|
2018
Q1 | $881K | Sell |
17,800
-9,362
| -34% | -$463K | ﹤0.01% | 673 |
|
|
2017
Q4 | $1.63M | Buy |
27,162
+26,356
| +3,270% | +$1.58M | 0.01% | 491 |
|
|
2017
Q3 | $52K | Hold |
806
| – | – | ﹤0.01% | 803 |
|
|
2017
Q2 | $56K | Buy |
+806
| New | +$56K | ﹤0.01% | 822 |
|
|
2017
Q1 | – | Sell |
-1,749
| Closed | -$109K | – | 893 |
|
|
2016
Q4 | $109K | Buy |
+1,749
| New | +$109K | ﹤0.01% | 743 |
|