Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $51.3K | Sell |
1,593
-98
| -6% | -$3.16K | 0.01% | 592 |
|
|
2022
Q3 | $48K | Sell |
1,691
-95
| -5% | -$2.7K | 0.01% | 594 |
|
|
2022
Q2 | $56K | Sell |
1,786
-36
| -2% | -$1.13K | 0.01% | 581 |
|
|
2022
Q1 | $89K | Sell |
1,822
-37
| -2% | -$1.81K | 0.01% | 581 |
|
|
2021
Q4 | $118K | Hold |
1,859
| – | – | 0.01% | 587 |
|
|
2021
Q3 | $163K | Sell |
1,859
-19
| -1% | -$1.67K | 0.02% | 559 |
|
|
2021
Q2 | $229K | Sell |
1,878
-2,284
| -55% | -$279K | 0.02% | 528 |
|
|
2021
Q1 | $539K | Buy |
4,162
+563
| +16% | +$72.9K | 0.05% | 446 |
|
|
2020
Q4 | $467K | Sell |
3,599
-991
| -22% | -$129K | 0.05% | 461 |
|
|
2020
Q3 | $466K | Sell |
4,590
-2,031
| -31% | -$206K | 0.05% | 429 |
|
|
2020
Q2 | $381K | Buy |
6,621
+2,981
| +82% | +$172K | 0.04% | 454 |
|
|
2020
Q1 | $131K | Sell |
3,640
-28
| -0.8% | -$1.01K | 0.02% | 535 |
|
|
2019
Q4 | $169K | Hold |
3,668
| – | – | 0.02% | 566 |
|
|
2019
Q3 | $109K | Buy |
3,668
+1,270
| +53% | +$37.7K | 0.01% | 588 |
|
|
2019
Q2 | $111K | Sell |
2,398
-6,175
| -72% | -$286K | 0.01% | 607 |
|
|
2019
Q1 | $298K | Hold |
8,573
| – | – | 0.03% | 516 |
|
|
2018
Q4 | $271K | Buy |
+8,573
| New | +$271K | 0.04% | 467 |
|