Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,560
| Closed | -$44.2K | – | 45 |
|
|
2023
Q3 | $44.2K | Buy |
3,560
+4
| +0.1% | +$50 | 0.31% | 30 |
|
|
2023
Q2 | $53.8K | Sell |
3,556
-38
| -1% | -$575 | 0.22% | 41 |
|
|
2023
Q1 | $45.3K | Buy |
3,594
+3
| +0.1% | +$38 | 0.04% | 53 |
|
|
2022
Q4 | $41.8K | Buy |
3,591
+291
| +9% | +$3.39K | 0.04% | 55 |
|
|
2022
Q3 | $37K | Hold |
3,300
| – | – | 0.03% | 70 |
|
|
2022
Q2 | $37K | Buy |
3,300
+500
| +18% | +$5.61K | 0.03% | 56 |
|
|
2022
Q1 | $48K | Buy |
+2,800
| New | +$48K | 0.04% | 60 |
|
|
2020
Q3 | – | Sell |
-50
| Closed | – | – | 837 |
|
|
2020
Q2 | $0 | Buy |
+50
| New | – | ﹤0.01% | 821 |
|
|
2020
Q1 | – | Sell |
-2,441
| Closed | -$23K | – | 828 |
|
|
2019
Q4 | $23K | Buy |
+2,441
| New | +$23K | 0.03% | 268 |
|