Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-435
| Closed | -$19.3K | – | 516 |
|
|
2024
Q3 | $19.3K | Buy |
+435
| New | +$19.3K | ﹤0.01% | 426 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$37 | – | 708 |
|
|
2023
Q4 | $37 | Hold |
1
| – | – | ﹤0.01% | 748 |
|
|
2023
Q3 | $34 | Hold |
1
| – | – | ﹤0.01% | 823 |
|
|
2023
Q2 | $39 | Buy |
+1
| New | +$39 | ﹤0.01% | 1023 |
|
|
2022
Q4 | – | Sell |
-200
| Closed | -$7K | – | 631 |
|
|
2022
Q3 | $7K | Sell |
200
-1,312
| -87% | -$45.9K | ﹤0.01% | 533 |
|
|
2022
Q2 | $58K | Buy |
+1,512
| New | +$58K | ﹤0.01% | 343 |
|
|
2021
Q1 | – | Sell |
-19
| Closed | -$1K | – | 650 |
|
|
2020
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 735 |
|
|
2020
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 637 |
|
|
2020
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 602 |
|
|
2020
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 605 |
|
|
2019
Q3 | – | Sell |
-105
| Closed | -$4K | – | 594 |
|
|
2019
Q2 | $4K | Buy |
+105
| New | +$4K | ﹤0.01% | 736 |
|
|
2014
Q1 | – | Sell |
-146
| Closed | -$5K | – | 565 |
|
|
2013
Q4 | $5K | Sell |
146
-8
| -5% | -$274 | ﹤0.01% | 544 |
|
|
2013
Q3 | $6K | Sell |
154
-41,229
| -100% | -$1.61M | ﹤0.01% | 511 |
|
|
2013
Q2 | $1.55M | Buy |
+41,383
| New | +$1.55M | 0.2% | 122 |
|