Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.07M | Sell |
7,470
-17
| -0.2% | -$2.44K | 0.1% | 269 |
|
|
2022
Q3 | $1.08M | Sell |
7,487
-405
| -5% | -$58.6K | 0.13% | 239 |
|
|
2022
Q2 | $1.21M | Sell |
7,892
-159
| -2% | -$24.3K | 0.14% | 254 |
|
|
2022
Q1 | $1.68M | Sell |
8,051
-241
| -3% | -$50.3K | 0.17% | 205 |
|
|
2021
Q4 | $2.03M | Hold |
8,292
| – | – | 0.19% | 172 |
|
|
2021
Q3 | $1.65M | Sell |
8,292
-84
| -1% | -$16.7K | 0.16% | 215 |
|
|
2021
Q2 | $1.56M | Buy |
8,376
+37
| +0.4% | +$6.9K | 0.15% | 227 |
|
|
2021
Q1 | $1.74M | Sell |
8,339
-8,002
| -49% | -$1.67M | 0.17% | 190 |
|
|
2020
Q4 | $2.88M | Buy |
16,341
+2,386
| +17% | +$420K | 0.3% | 64 |
|
|
2020
Q3 | $1.71M | Buy |
13,955
+4,027
| +41% | +$494K | 0.19% | 158 |
|
|
2020
Q2 | $1.39M | Buy |
9,928
+6,118
| +161% | +$853K | 0.16% | 197 |
|
|
2020
Q1 | $471K | Sell |
3,810
-27
| -0.7% | -$3.34K | 0.07% | 381 |
|
|
2019
Q4 | $536K | Hold |
3,837
| – | – | 0.06% | 440 |
|
|
2019
Q3 | $539K | Sell |
3,837
-1,894
| -33% | -$266K | 0.06% | 435 |
|
|
2019
Q2 | $835K | Sell |
5,731
-1,154
| -17% | -$168K | 0.09% | 366 |
|
|
2019
Q1 | $1.08M | Buy |
6,885
+229
| +3% | +$35.9K | 0.1% | 301 |
|
|
2018
Q4 | $1.08M | Buy |
+6,656
| New | +$1.08M | 0.15% | 219 |
|