Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100
| Closed | -$14K | – | 616 |
|
|
2022
Q3 | $14K | Hold |
100
| – | – | ﹤0.01% | 470 |
|
|
2022
Q2 | $14K | Hold |
100
| – | – | ﹤0.01% | 447 |
|
|
2022
Q1 | $16K | Hold |
100
| – | – | ﹤0.01% | 446 |
|
|
2021
Q4 | $18K | Hold |
100
| – | – | ﹤0.01% | 428 |
|
|
2021
Q3 | $17K | Hold |
100
| – | – | ﹤0.01% | 439 |
|
|
2021
Q2 | $16K | Hold |
100
| – | – | ﹤0.01% | 448 |
|
|
2021
Q1 | $15K | Hold |
100
| – | – | ﹤0.01% | 436 |
|
|
2020
Q4 | $15K | Sell |
100
-48
| -32% | -$7.2K | ﹤0.01% | 481 |
|
|
2020
Q3 | $20K | Hold |
148
| – | – | ﹤0.01% | 406 |
|
|
2020
Q2 | $19K | Hold |
148
| – | – | ﹤0.01% | 389 |
|
|
2020
Q1 | $14K | Hold |
148
| – | – | ﹤0.01% | 409 |
|
|
2019
Q4 | $18K | Hold |
148
| – | – | ﹤0.01% | 393 |
|
|
2019
Q3 | $18K | Hold |
148
| – | – | ﹤0.01% | 387 |
|
|
2019
Q2 | $19K | Hold |
148
| – | – | ﹤0.01% | 498 |
|
|
2019
Q1 | $15K | Hold |
148
| – | – | ﹤0.01% | 416 |
|
|
2018
Q4 | $14K | Hold |
148
| – | – | ﹤0.01% | 418 |
|
|
2018
Q3 | $20K | Buy |
148
+100
| +208% | +$13.5K | ﹤0.01% | 408 |
|
|
2018
Q2 | $6K | Hold |
48
| – | – | ﹤0.01% | 468 |
|
|
2018
Q1 | $5K | Buy |
+48
| New | +$5K | ﹤0.01% | 505 |
|
|
2017
Q3 | – | Sell |
-400
| Closed | -$30K | – | 561 |
|
|
2017
Q2 | $30K | Buy |
+400
| New | +$30K | ﹤0.01% | 382 |
|