Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-285
| Closed | -$56K | – | 402 |
|
|
2023
Q3 | $56K | Hold |
285
| – | – | ﹤0.01% | 322 |
|
|
2023
Q2 | $69K | Hold |
285
| – | – | 0.01% | 331 |
|
|
2023
Q1 | $72K | Buy |
285
+141
| +98% | +$35.6K | ﹤0.01% | 324 |
|
|
2022
Q4 | $36K | Sell |
144
-125
| -46% | -$31.3K | ﹤0.01% | 354 |
|
|
2022
Q3 | $54K | Hold |
269
| – | – | ﹤0.01% | 354 |
|
|
2022
Q2 | $66K | Buy |
+269
| New | +$66K | ﹤0.01% | 349 |
|
|
2022
Q1 | – | Sell |
-161
| Closed | -$53K | – | 475 |
|
|
2021
Q4 | $53K | Hold |
161
| – | – | ﹤0.01% | 349 |
|
|
2021
Q3 | $61K | Hold |
161
| – | – | ﹤0.01% | 334 |
|
|
2021
Q2 | $65K | Hold |
161
| – | – | ﹤0.01% | 313 |
|
|
2021
Q1 | $67K | Hold |
161
| – | – | ﹤0.01% | 299 |
|
|
2020
Q4 | $66K | Sell |
161
-60
| -27% | -$24.6K | ﹤0.01% | 285 |
|
|
2020
Q3 | $75K | Buy |
+221
| New | +$75K | ﹤0.01% | 252 |
|