Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-51
| Closed | -$259 | – | 837 |
|
|
2023
Q2 | $259 | Buy |
+51
| New | +$259 | ﹤0.01% | 942 |
|
|
2016
Q4 | – | Sell |
-746
| Closed | -$2K | – | 562 |
|
|
2016
Q3 | $2K | Buy |
+746
| New | +$2K | ﹤0.01% | 614 |
|
|
2015
Q3 | – | Sell |
-1,564
| Closed | -$8K | – | 590 |
|
|
2015
Q2 | $8K | Sell |
1,564
-29
| -2% | -$148 | ﹤0.01% | 463 |
|
|
2015
Q1 | $9K | Hold |
1,593
| – | – | ﹤0.01% | 449 |
|
|
2014
Q4 | $8K | Hold |
1,593
| – | – | ﹤0.01% | 493 |
|
|
2014
Q3 | $9K | Sell |
1,593
-27
| -2% | -$153 | ﹤0.01% | 488 |
|
|
2014
Q2 | $10K | Buy |
1,620
+736
| +83% | +$4.54K | ﹤0.01% | 459 |
|
|
2014
Q1 | $6K | Buy |
+884
| New | +$6K | ﹤0.01% | 497 |
|