Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-101
| Closed | -$28.2K | – | 282 |
|
|
2024
Q1 | $28.2K | Hold |
101
| – | – | 0.01% | 197 |
|
|
2023
Q4 | $26.3K | Hold |
101
| – | – | 0.01% | 186 |
|
|
2023
Q3 | $23.2K | Hold |
101
| – | – | 0.01% | 199 |
|
|
2023
Q2 | $24K | Hold |
101
| – | – | 0.01% | 188 |
|
|
2023
Q1 | $22.8K | Hold |
101
| – | – | 0.01% | 181 |
|
|
2022
Q4 | $21K | Hold |
101
| – | – | 0.01% | 191 |
|
|
2022
Q3 | $18K | Hold |
101
| – | – | 0.01% | 183 |
|
|
2022
Q2 | $20K | Hold |
101
| – | – | 0.01% | 180 |
|
|
2022
Q1 | $22K | Sell |
101
-11
| -10% | -$2.4K | 0.01% | 235 |
|
|
2021
Q4 | $24K | Hold |
112
| – | – | 0.01% | 252 |
|
|
2021
Q3 | $25K | Sell |
112
-5
| -4% | -$1.12K | 0.02% | 215 |
|
|
2021
Q2 | $27K | Hold |
117
| – | – | 0.02% | 184 |
|
|
2021
Q1 | $25K | Sell |
117
-9
| -7% | -$1.92K | 0.02% | 184 |
|
|
2020
Q4 | $28K | Hold |
126
| – | – | 0.02% | 180 |
|
|
2020
Q3 | $25K | Sell |
126
-55
| -30% | -$10.9K | 0.02% | 173 |
|
|
2020
Q2 | $35K | Buy |
181
+45
| +33% | +$8.7K | 0.03% | 160 |
|
|
2020
Q1 | $22K | Sell |
136
-11
| -7% | -$1.78K | 0.03% | 169 |
|
|
2019
Q4 | $28K | Buy |
+147
| New | +$28K | 0.02% | 179 |
|