Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-340
| Closed | -$13.4K | – | 780 |
|
|
2023
Q3 | $13.4K | Buy |
340
+327
| +2,515% | +$12.9K | ﹤0.01% | 484 |
|
|
2023
Q2 | $515 | Buy |
+13
| New | +$515 | ﹤0.01% | 857 |
|
|
2019
Q3 | – | Sell |
-216
| Closed | -$9K | – | 620 |
|
|
2019
Q2 | $9K | Buy |
+216
| New | +$9K | ﹤0.01% | 617 |
|
|
2017
Q1 | – | Sell |
-332
| Closed | -$12K | – | 635 |
|
|
2016
Q4 | $12K | Sell |
332
-151
| -31% | -$5.46K | ﹤0.01% | 478 |
|
|
2016
Q3 | $16K | Buy |
+483
| New | +$16K | ﹤0.01% | 418 |
|
|
2015
Q3 | – | Sell |
-152
| Closed | -$6K | – | 601 |
|
|
2015
Q2 | $6K | Sell |
152
-1
| -0.7% | -$39 | ﹤0.01% | 489 |
|
|
2015
Q1 | $6K | Sell |
153
-4
| -3% | -$157 | ﹤0.01% | 494 |
|
|
2014
Q4 | $6K | Sell |
157
-154
| -50% | -$5.89K | ﹤0.01% | 533 |
|
|
2014
Q3 | $14K | Buy |
311
+154
| +98% | +$6.93K | ﹤0.01% | 419 |
|
|
2014
Q2 | $7K | Hold |
157
| – | – | ﹤0.01% | 499 |
|
|
2014
Q1 | $7K | Hold |
157
| – | – | ﹤0.01% | 483 |
|
|
2013
Q4 | $7K | Hold |
157
| – | – | ﹤0.01% | 503 |
|
|
2013
Q3 | $7K | Hold |
157
| – | – | ﹤0.01% | 488 |
|
|
2013
Q2 | $7K | Buy |
+157
| New | +$7K | ﹤0.01% | 507 |
|