Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.2M | Buy |
6,594
+3,979
| +152% | +$724K | 0.03% | 233 |
|
|
2022
Q2 | $514K | Buy |
2,615
+1,082
| +71% | +$213K | 0.01% | 346 |
|
|
2022
Q1 | $327K | Buy |
+1,533
| New | +$327K | 0.01% | 410 |
|
|
2021
Q4 | – | Sell |
-2,401
| Closed | -$417K | – | 496 |
|
|
2021
Q3 | $417K | Buy |
+2,401
| New | +$417K | 0.01% | 352 |
|