Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-29
| Closed | -$2.96K | – | 843 |
|
|
2023
Q2 | $2.96K | Buy |
+29
| New | +$2.96K | ﹤0.01% | 604 |
|
|
2022
Q4 | – | Sell |
-152
| Closed | -$12K | – | 611 |
|
|
2022
Q3 | $12K | Hold |
152
| – | – | ﹤0.01% | 488 |
|
|
2022
Q2 | $14K | Hold |
152
| – | – | ﹤0.01% | 446 |
|
|
2022
Q1 | $18K | Hold |
152
| – | – | ﹤0.01% | 435 |
|
|
2021
Q4 | $25K | Hold |
152
| – | – | ﹤0.01% | 404 |
|
|
2021
Q3 | $23K | Buy |
+152
| New | +$23K | ﹤0.01% | 412 |
|
|
2021
Q1 | – | Sell |
-32
| Closed | -$4K | – | 588 |
|
|
2020
Q4 | $4K | Hold |
32
| – | – | ﹤0.01% | 598 |
|
|
2020
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 545 |
|
|
2020
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 533 |
|
|
2020
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 537 |
|
|
2019
Q3 | – | Sell |
-80
| Closed | -$6K | – | 532 |
|
|
2019
Q2 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 679 |
|
|
2016
Q3 | – | Sell |
-26
| Closed | -$2K | – | 664 |
|
|
2016
Q2 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 471 |
|
|
2015
Q4 | – | Sell |
-39
| Closed | -$3K | – | 491 |
|
|
2015
Q3 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 525 |
|