Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $622K | Buy |
6,724
+2,159
| +47% | +$200K | 0.02% | 336 |
|
|
2022
Q2 | $494K | Sell |
4,565
-5,563
| -55% | -$602K | 0.01% | 358 |
|
|
2022
Q1 | $1.26M | Buy |
10,128
+3,591
| +55% | +$447K | 0.03% | 232 |
|
|
2021
Q4 | $971K | Buy |
6,537
+3
| +0% | +$446 | 0.02% | 246 |
|
|
2021
Q3 | $958K | Sell |
6,534
-1,711
| -21% | -$251K | 0.03% | 238 |
|
|
2021
Q2 | $1.37M | Buy |
8,245
+2,681
| +48% | +$445K | 0.05% | 164 |
|
|
2021
Q1 | $896K | Sell |
5,564
-174
| -3% | -$28K | 0.05% | 172 |
|
|
2020
Q4 | $839K | Sell |
5,738
-443
| -7% | -$64.8K | 0.06% | 137 |
|
|
2020
Q3 | $828K | Buy |
+6,181
| New | +$828K | 0.07% | 141 |
|