Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-158
| Closed | -$10.5K | – | 659 |
|
|
2024
Q3 | $10.5K | Sell |
158
-75
| -32% | -$4.99K | ﹤0.01% | 620 |
|
|
2024
Q2 | $17.3K | Sell |
233
-687
| -75% | -$50.9K | ﹤0.01% | 605 |
|
|
2024
Q1 | $91.8K | Buy |
+920
| New | +$91.8K | ﹤0.01% | 594 |
|
|
2023
Q1 | – | Sell |
-1,103
| Closed | -$46.7K | – | 738 |
|
|
2022
Q4 | $46.7K | Buy |
1,103
+1,100
| +36,667% | +$46.6K | ﹤0.01% | 671 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 726 |
|
|
2022
Q2 | – | Sell |
-454
| Closed | -$30K | – | 484 |
|
|
2022
Q1 | $30K | Hold |
454
| – | – | ﹤0.01% | 409 |
|
|
2021
Q4 | $61K | Sell |
454
-8,141
| -95% | -$1.09M | ﹤0.01% | 386 |
|
|
2021
Q3 | $876K | Sell |
8,595
-1,080
| -11% | -$110K | 0.02% | 239 |
|
|
2021
Q2 | $939K | Buy |
9,675
+7,813
| +420% | +$758K | 0.03% | 241 |
|
|
2021
Q1 | $170K | Buy |
+1,862
| New | +$170K | 0.01% | 345 |
|