Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-43
| Closed | -$1.58K | – | 775 |
|
|
2023
Q4 | $1.58K | Hold |
43
| – | – | ﹤0.01% | 621 |
|
|
2023
Q3 | $1.24K | Hold |
43
| – | – | ﹤0.01% | 695 |
|
|
2023
Q2 | $1.84K | Buy |
+43
| New | +$1.84K | ﹤0.01% | 667 |
|
|
2019
Q4 | – | Sell |
-162
| Closed | -$4K | – | 554 |
|
|
2019
Q3 | $4K | Buy |
162
+119
| +277% | +$2.94K | ﹤0.01% | 465 |
|
|
2019
Q2 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 825 |
|
|
2014
Q1 | – | Sell |
-60,342
| Closed | -$3.39M | – | 584 |
|
|
2013
Q4 | $3.39M | Buy |
60,342
+1,644
| +3% | +$92.3K | 0.39% | 86 |
|
|
2013
Q3 | $3.2M | Buy |
58,698
+2,200
| +4% | +$120K | 0.39% | 86 |
|
|
2013
Q2 | $3.23M | Buy |
+56,498
| New | +$3.23M | 0.41% | 76 |
|