Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-90
| Closed | -$1.64K | – | 900 |
|
|
2023
Q2 | $1.64K | Buy |
+90
| New | +$1.64K | ﹤0.01% | 693 |
|
|
2023
Q1 | – | Sell |
-50
| Closed | -$805 | – | 600 |
|
|
2022
Q4 | $805 | Hold |
50
| – | – | ﹤0.01% | 589 |
|
|
2022
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 615 |
|
|
2021
Q3 | – | Sell |
-120
| Closed | -$2K | – | 629 |
|
|
2021
Q2 | $2K | Hold |
120
| – | – | ﹤0.01% | 604 |
|
|
2021
Q1 | $2K | Hold |
120
| – | – | ﹤0.01% | 553 |
|
|
2020
Q4 | $2K | Buy |
+120
| New | +$2K | ﹤0.01% | 684 |
|
|
2016
Q4 | – | Sell |
-70
| Closed | -$1K | – | 607 |
|
|
2016
Q3 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 636 |
|
|
2015
Q3 | – | Sell |
-1,025
| Closed | -$15K | – | 603 |
|
|
2015
Q2 | $15K | Buy |
1,025
+225
| +28% | +$3.29K | ﹤0.01% | 395 |
|
|
2015
Q1 | $11K | Hold |
800
| – | – | ﹤0.01% | 428 |
|
|
2014
Q4 | $10K | Hold |
800
| – | – | ﹤0.01% | 470 |
|
|
2014
Q3 | $11K | Hold |
800
| – | – | ﹤0.01% | 458 |
|
|
2014
Q2 | $13K | Hold |
800
| – | – | ﹤0.01% | 423 |
|
|
2014
Q1 | $11K | Hold |
800
| – | – | ﹤0.01% | 426 |
|
|
2013
Q4 | $14K | Sell |
800
-200
| -20% | -$3.5K | ﹤0.01% | 408 |
|
|
2013
Q3 | $16K | Buy |
1,000
+250
| +33% | +$4K | ﹤0.01% | 394 |
|
|
2013
Q2 | $10K | Buy |
+750
| New | +$10K | ﹤0.01% | 460 |
|