Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7
| Closed | -$299 | – | 917 |
|
|
2023
Q2 | $299 | Buy |
+7
| New | +$299 | ﹤0.01% | 930 |
|
|
2022
Q3 | – | Sell |
-79
| Closed | -$5K | – | 664 |
|
|
2022
Q2 | $5K | Hold |
79
| – | – | ﹤0.01% | 514 |
|
|
2022
Q1 | $6K | Hold |
79
| – | – | ﹤0.01% | 525 |
|
|
2021
Q4 | $5K | Hold |
79
| – | – | ﹤0.01% | 523 |
|
|
2021
Q3 | $4K | Hold |
79
| – | – | ﹤0.01% | 558 |
|
|
2021
Q2 | $5K | Hold |
79
| – | – | ﹤0.01% | 553 |
|
|
2021
Q1 | $5K | Sell |
79
-66
| -46% | -$4.18K | ﹤0.01% | 516 |
|
|
2020
Q4 | $9K | Buy |
145
+79
| +120% | +$4.9K | ﹤0.01% | 539 |
|
|
2020
Q3 | $4K | Hold |
66
| – | – | ﹤0.01% | 535 |
|
|
2020
Q2 | $4K | Hold |
66
| – | – | ﹤0.01% | 498 |
|
|
2020
Q1 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 521 |
|
|
2019
Q3 | – | Sell |
-173
| Closed | -$7K | – | 665 |
|
|
2019
Q2 | $7K | Buy |
+173
| New | +$7K | ﹤0.01% | 660 |
|
|
2014
Q1 | – | Sell |
-43
| Closed | -$1K | – | 578 |
|
|
2013
Q4 | $1K | Hold |
43
| – | – | ﹤0.01% | 575 |
|
|
2013
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 566 |
|
|
2013
Q2 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 594 |
|