Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-555
| Closed | -$34K | – | 390 |
|
|
2022
Q4 | $34K | Sell |
555
-515
| -48% | -$31.6K | ﹤0.01% | 360 |
|
|
2022
Q3 | $71K | Hold |
1,070
| – | – | 0.01% | 319 |
|
|
2022
Q2 | $97K | Buy |
1,070
+371
| +53% | +$33.6K | 0.01% | 318 |
|
|
2022
Q1 | $67K | Buy |
699
+144
| +26% | +$13.8K | ﹤0.01% | 354 |
|
|
2021
Q4 | $72K | Hold |
555
| – | – | ﹤0.01% | 307 |
|
|
2021
Q3 | $71K | Hold |
555
| – | – | ﹤0.01% | 316 |
|
|
2021
Q2 | $72K | Hold |
555
| – | – | ﹤0.01% | 305 |
|
|
2021
Q1 | $74K | Hold |
555
| – | – | ﹤0.01% | 281 |
|
|
2020
Q4 | $52K | Hold |
555
| – | – | ﹤0.01% | 316 |
|
|
2020
Q3 | $51K | Buy |
+555
| New | +$51K | ﹤0.01% | 290 |
|