Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,280
| Closed | -$89.6K | – | 2066 |
|
|
2023
Q1 | $89.6K | Buy |
3,280
+1,895
| +137% | +$51.8K | ﹤0.01% | 1769 |
|
|
2022
Q4 | $46.3K | Buy |
+1,385
| New | +$46.3K | ﹤0.01% | 1706 |
|
|
2022
Q3 | – | Sell |
-1,385
| Closed | -$53K | – | 1864 |
|
|
2022
Q2 | $53K | Buy |
1,385
+592
| +75% | +$22.7K | ﹤0.01% | 1531 |
|
|
2022
Q1 | $30K | Buy |
+793
| New | +$30K | ﹤0.01% | 1569 |
|