Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25
| Closed | -$5.54K | – | 1178 |
|
|
2024
Q3 | $5.54K | Hold |
25
| – | – | ﹤0.01% | 857 |
|
|
2024
Q2 | $3.64K | Hold |
25
| – | – | ﹤0.01% | 904 |
|
|
2024
Q1 | $2.9K | Hold |
25
| – | – | ﹤0.01% | 926 |
|
|
2023
Q4 | $3.49K | Hold |
25
| – | – | ﹤0.01% | 952 |
|
|
2023
Q3 | $3.63K | Hold |
25
| – | – | ﹤0.01% | 907 |
|
|
2023
Q2 | $4.39K | Buy |
+25
| New | +$4.39K | ﹤0.01% | 942 |
|
|
2015
Q1 | – | Sell |
-10,481
| Closed | -$311K | – | 464 |
|
|
2014
Q4 | $311K | Sell |
10,481
-690
| -6% | -$20.5K | ﹤0.01% | 323 |
|
|
2014
Q3 | $419K | Buy |
+11,171
| New | +$419K | 0.01% | 319 |
|