Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,048
| Closed | -$71.5K | – | 797 |
|
|
2021
Q3 | $71.5K | Buy |
5,048
+2,620
| +108% | +$37.1K | ﹤0.01% | 495 |
|
|
2021
Q2 | $36.1K | Hold |
2,428
| – | – | ﹤0.01% | 675 |
|
|
2021
Q1 | $29.7K | Sell |
2,428
-5,439
| -69% | -$66.6K | ﹤0.01% | 667 |
|
|
2020
Q4 | $69.2K | Hold |
7,867
| – | – | ﹤0.01% | 450 |
|
|
2020
Q3 | $52.4K | Buy |
7,867
+1,000
| +15% | +$6.66K | ﹤0.01% | 455 |
|
|
2020
Q2 | $41.8K | Hold |
6,867
| – | – | ﹤0.01% | 480 |
|
|
2020
Q1 | $33.2K | Hold |
6,867
| – | – | ﹤0.01% | 451 |
|
|
2019
Q4 | $63.9K | Hold |
6,867
| – | – | 0.01% | 403 |
|
|
2019
Q3 | $62.9K | Buy |
6,867
+3,000
| +78% | +$27.5K | 0.01% | 411 |
|
|
2019
Q2 | $39.6K | Hold |
3,867
| – | – | ﹤0.01% | 513 |
|
|
2019
Q1 | $34K | Sell |
3,867
-2,350
| -38% | -$20.6K | ﹤0.01% | 542 |
|
|
2018
Q4 | $47.6K | Buy |
6,217
+3,550
| +133% | +$27.2K | 0.01% | 443 |
|
|
2018
Q3 | $24.7K | Hold |
2,667
| – | – | ﹤0.01% | 642 |
|
|
2018
Q2 | $29.5K | Hold |
2,667
| – | – | ﹤0.01% | 596 |
|
|
2018
Q1 | $29.6K | Sell |
2,667
-1,322
| -33% | -$14.6K | ﹤0.01% | 587 |
|
|
2017
Q4 | $49.8K | Hold |
3,989
| – | – | 0.01% | 467 |
|
|
2017
Q3 | $47.7K | Buy |
+3,989
| New | +$47.7K | 0.01% | 480 |
|