Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4
| Closed | -$238 | – | 902 |
|
|
2023
Q2 | $238 | Buy |
+4
| New | +$238 | ﹤0.01% | 947 |
|
|
2021
Q1 | – | Sell |
-23
| Closed | -$1K | – | 700 |
|
|
2020
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 749 |
|
|
2019
Q3 | – | Sell |
-46
| Closed | -$3K | – | 640 |
|
|
2019
Q2 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 766 |
|
|
2017
Q2 | – | Sell |
-138
| Closed | -$6K | – | 617 |
|
|
2017
Q1 | $6K | Buy |
+138
| New | +$6K | ﹤0.01% | 538 |
|
|
2015
Q3 | – | Sell |
-800
| Closed | -$31K | – | 605 |
|
|
2015
Q2 | $31K | Buy |
+800
| New | +$31K | ﹤0.01% | 324 |
|