Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $12K | Hold |
424
| – | – | ﹤0.01% | 276 |
|
|
2022
Q2 | $23K | Buy |
424
+1
| +0.2% | +$54 | 0.01% | 250 |
|
|
2022
Q1 | $23K | Buy |
423
+1
| +0.2% | +$54 | 0.01% | 230 |
|
|
2021
Q4 | $23K | Buy |
+422
| New | +$23K | 0.01% | 238 |
|
|
2020
Q2 | – | Sell |
-5,589
| Closed | -$265K | – | 90 |
|
|
2020
Q1 | $265K | Sell |
5,589
-399
| -7% | -$18.9K | 0.14% | 87 |
|
|
2019
Q4 | $352K | Buy |
5,988
+14
| +0.2% | +$823 | 0.15% | 113 |
|
|
2019
Q3 | $319K | Buy |
5,974
+14
| +0.2% | +$748 | 0.16% | 109 |
|
|
2019
Q2 | $298K | Buy |
5,960
+1,742
| +41% | +$87.1K | 0.15% | 114 |
|
|
2019
Q1 | $220K | Sell |
4,218
-691
| -14% | -$36K | 0.14% | 115 |
|
|
2018
Q4 | $234K | Buy |
+4,909
| New | +$234K | 0.18% | 120 |
|