Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,350
| Closed | -$98.4K | – | 732 |
|
|
2024
Q1 | $98.4K | Buy |
+2,350
| New | +$98.4K | 0.01% | 333 |
|
|
2022
Q4 | – | Sell |
-16
| Closed | -$1K | – | 614 |
|
|
2022
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 608 |
|
|
2015
Q3 | – | Sell |
-370
| Closed | -$7K | – | 593 |
|
|
2015
Q2 | $7K | Hold |
370
| – | – | ﹤0.01% | 477 |
|
|
2015
Q1 | $7K | Hold |
370
| – | – | ﹤0.01% | 468 |
|
|
2014
Q4 | $7K | Hold |
370
| – | – | ﹤0.01% | 505 |
|
|
2014
Q3 | $6K | Hold |
370
| – | – | ﹤0.01% | 532 |
|
|
2014
Q2 | $6K | Hold |
370
| – | – | ﹤0.01% | 518 |
|
|
2014
Q1 | $5K | Hold |
370
| – | – | ﹤0.01% | 516 |
|
|
2013
Q4 | $5K | Hold |
370
| – | – | ﹤0.01% | 540 |
|
|
2013
Q3 | $5K | Hold |
370
| – | – | ﹤0.01% | 523 |
|
|
2013
Q2 | $5K | Buy |
+370
| New | +$5K | ﹤0.01% | 540 |
|