Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $719K | Buy |
17,255
+11,012
| +176% | +$459K | 0.02% | 312 |
|
|
2022
Q2 | $287K | Buy |
+6,243
| New | +$287K | 0.01% | 445 |
|
|
2021
Q4 | – | Sell |
-4,195
| Closed | -$294K | – | 495 |
|
|
2021
Q3 | $294K | Buy |
+4,195
| New | +$294K | 0.01% | 402 |
|
|
2019
Q2 | – | Sell |
-9,019
| Closed | -$561K | – | 114 |
|
|
2019
Q1 | $561K | Buy |
+9,019
| New | +$561K | 0.44% | 43 |
|