Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.78M | Buy |
21,296
+9,837
| +86% | +$1.75M | 0.11% | 120 |
|
|
2022
Q2 | $2.26M | Buy |
11,459
+2,463
| +27% | +$485K | 0.06% | 166 |
|
|
2022
Q1 | $2M | Buy |
8,996
+1,179
| +15% | +$261K | 0.05% | 186 |
|
|
2021
Q4 | $1.69M | Buy |
7,817
+468
| +6% | +$101K | 0.04% | 190 |
|
|
2021
Q3 | $1.64M | Sell |
7,349
-1,032
| -12% | -$230K | 0.05% | 185 |
|
|
2021
Q2 | $1.96M | Buy |
8,381
+3,011
| +56% | +$704K | 0.07% | 142 |
|
|
2021
Q1 | $1.14M | Buy |
5,370
+198
| +4% | +$41.9K | 0.06% | 154 |
|
|
2020
Q4 | $1.13M | Buy |
5,172
+2,280
| +79% | +$499K | 0.08% | 117 |
|
|
2020
Q3 | $578K | Buy |
2,892
+1,453
| +101% | +$290K | 0.05% | 159 |
|
|
2020
Q2 | $278K | Buy |
+1,439
| New | +$278K | 0.04% | 178 |
|