Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-220
| Closed | -$42K | – | 482 |
|
|
2021
Q4 | $42K | Hold |
220
| – | – | ﹤0.01% | 385 |
|
|
2021
Q3 | $56K | Hold |
220
| – | – | ﹤0.01% | 345 |
|
|
2021
Q2 | $69K | Hold |
220
| – | – | ﹤0.01% | 306 |
|
|
2021
Q1 | $69K | Hold |
220
| – | – | ﹤0.01% | 295 |
|
|
2020
Q4 | $50K | Hold |
220
| – | – | ﹤0.01% | 326 |
|
|
2020
Q3 | $64K | Buy |
+220
| New | +$64K | ﹤0.01% | 270 |
|
|
2019
Q3 | – | Sell |
-8,132
| Closed | -$1.19M | – | 134 |
|
|
2019
Q2 | $1.19M | Sell |
8,132
-15,876
| -66% | -$2.32M | 0.07% | 88 |
|
|
2019
Q1 | $3.56M | Sell |
24,008
-47,930
| -67% | -$7.12M | 0.18% | 84 |
|
|
2018
Q4 | $6.48M | Buy |
+71,938
| New | +$6.48M | 0.31% | 74 |
|