Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4K | Buy |
381
+87
| +30% | +$913 | ﹤0.01% | 335 |
|
|
2022
Q2 | $3K | Buy |
294
+200
| +213% | +$2.04K | ﹤0.01% | 379 |
|
|
2022
Q1 | $2K | Hold |
94
| – | – | ﹤0.01% | 397 |
|
|
2021
Q4 | $2K | Buy |
+94
| New | +$2K | ﹤0.01% | 403 |
|
|
2020
Q2 | – | Sell |
-15,200
| Closed | -$73K | – | 87 |
|
|
2020
Q1 | $73K | Buy |
15,200
+2,000
| +15% | +$9.61K | 0.04% | 96 |
|
|
2019
Q4 | $123K | Hold |
13,200
| – | – | 0.05% | 143 |
|
|
2019
Q3 | $121K | Hold |
13,200
| – | – | 0.06% | 130 |
|
|
2019
Q2 | $135K | Buy |
+13,200
| New | +$135K | 0.07% | 131 |
|