Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-700
| Closed | -$94.5K | – | 604 |
|
|
2024
Q3 | $94.5K | Hold |
700
| – | – | 0.01% | 267 |
|
|
2024
Q2 | $94.9K | Buy |
+700
| New | +$94.9K | 0.01% | 343 |
|
|
2019
Q3 | – | Sell |
-94
| Closed | -$8K | – | 756 |
|
|
2019
Q2 | $8K | Buy |
+94
| New | +$8K | ﹤0.01% | 643 |
|
|
2018
Q2 | – | Sell |
-93
| Closed | -$7K | – | 542 |
|
|
2018
Q1 | $7K | Buy |
+93
| New | +$7K | ﹤0.01% | 490 |
|
|
2015
Q4 | – | Sell |
-400
| Closed | -$13K | – | 550 |
|
|
2015
Q3 | $13K | Buy |
+400
| New | +$13K | ﹤0.01% | 417 |
|