Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-220
| Closed | -$47.4K | – | 730 |
|
2024
Q1 | $47.4K | Buy |
220
+219
| +21,900% | +$47.2K | ﹤0.01% | 400 |
|
2023
Q4 | $259 | Sell |
1
-71
| -99% | -$18.4K | ﹤0.01% | 683 |
|
2023
Q3 | $18.5K | Sell |
72
-1
| -1% | -$257 | ﹤0.01% | 456 |
|
2023
Q2 | $20.8K | Buy |
73
+2
| +3% | +$570 | ﹤0.01% | 441 |
|
2023
Q1 | $19.7K | Hold |
71
| – | – | ﹤0.01% | 416 |
|
2022
Q4 | $19.7K | Buy |
+71
| New | +$19.7K | ﹤0.01% | 425 |
|
2021
Q1 | – | Sell |
-16
| Closed | -$4K | – | 596 |
|
2020
Q4 | $4K | Hold |
16
| – | – | ﹤0.01% | 599 |
|
2020
Q3 | $5K | Hold |
16
| – | – | ﹤0.01% | 510 |
|
2020
Q2 | $4K | Hold |
16
| – | – | ﹤0.01% | 490 |
|
2020
Q1 | $5K | Buy |
+16
| New | +$5K | ﹤0.01% | 486 |
|
2019
Q3 | – | Sell |
-65
| Closed | -$15K | – | 543 |
|
2019
Q2 | $15K | Buy |
+65
| New | +$15K | ﹤0.01% | 533 |
|
2017
Q3 | – | Sell |
-21
| Closed | -$6K | – | 560 |
|
2017
Q2 | $6K | Hold |
21
| – | – | ﹤0.01% | 514 |
|
2017
Q1 | $6K | Buy |
+21
| New | +$6K | ﹤0.01% | 531 |
|
2016
Q4 | – | Sell |
-13
| Closed | -$4K | – | 573 |
|
2016
Q3 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 540 |
|
2014
Q4 | – | Sell |
-67
| Closed | -$22K | – | 612 |
|
2014
Q3 | $22K | Buy |
+67
| New | +$22K | ﹤0.01% | 357 |
|