Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,100
| Closed | -$30K | – | 423 |
|
|
2022
Q4 | $30K | Sell |
1,100
-755
| -41% | -$20.6K | ﹤0.01% | 382 |
|
|
2022
Q3 | $55K | Hold |
1,855
| – | – | ﹤0.01% | 352 |
|
|
2022
Q2 | $82K | Hold |
1,855
| – | – | 0.01% | 332 |
|
|
2022
Q1 | $105K | Buy |
1,855
+755
| +69% | +$42.7K | 0.01% | 302 |
|
|
2021
Q4 | $81K | Hold |
1,100
| – | – | ﹤0.01% | 290 |
|
|
2021
Q3 | $74K | Hold |
1,100
| – | – | ﹤0.01% | 310 |
|
|
2021
Q2 | $90K | Hold |
1,100
| – | – | ﹤0.01% | 273 |
|
|
2021
Q1 | $88K | Hold |
1,100
| – | – | ﹤0.01% | 263 |
|
|
2020
Q4 | $94K | Hold |
1,100
| – | – | ﹤0.01% | 252 |
|
|
2020
Q3 | $77K | Buy |
+1,100
| New | +$77K | ﹤0.01% | 249 |
|