Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2
| Closed | -$902 | – | 726 |
|
|
2023
Q4 | $902 | Hold |
2
| – | – | ﹤0.01% | 655 |
|
|
2023
Q3 | $687 | Sell |
2
-1
| -33% | -$344 | ﹤0.01% | 725 |
|
|
2023
Q2 | $1.05K | Buy |
+3
| New | +$1.05K | ﹤0.01% | 756 |
|
|
2021
Q1 | – | Sell |
-3
| Closed | – | – | 687 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 834 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 732 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 703 |
|
|
2020
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 702 |
|
|
2019
Q3 | – | Sell |
-15
| Closed | -$2K | – | 631 |
|
|
2019
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 794 |
|
|
2016
Q4 | – | Sell |
-74
| Closed | -$7K | – | 606 |
|
|
2016
Q3 | $7K | Buy |
+74
| New | +$7K | ﹤0.01% | 505 |
|
|
2015
Q2 | – | Sell |
-208
| Closed | -$17K | – | 584 |
|
|
2015
Q1 | $17K | Hold |
208
| – | – | ﹤0.01% | 373 |
|
|
2014
Q4 | $18K | Hold |
208
| – | – | ﹤0.01% | 377 |
|
|
2014
Q3 | $15K | Hold |
208
| – | – | ﹤0.01% | 409 |
|
|
2014
Q2 | $15K | Hold |
208
| – | – | ﹤0.01% | 406 |
|
|
2014
Q1 | $14K | Hold |
208
| – | – | ﹤0.01% | 390 |
|
|
2013
Q4 | $15K | Hold |
208
| – | – | ﹤0.01% | 398 |
|
|
2013
Q3 | $12K | Hold |
208
| – | – | ﹤0.01% | 422 |
|
|
2013
Q2 | $12K | Buy |
+208
| New | +$12K | ﹤0.01% | 433 |
|