Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-333
| Closed | -$37.4K | – | 2050 |
|
|
2023
Q2 | $37.4K | Sell |
333
-669
| -67% | -$75.1K | ﹤0.01% | 1920 |
|
|
2023
Q1 | $108K | Sell |
1,002
-1,256
| -56% | -$135K | ﹤0.01% | 1715 |
|
|
2022
Q4 | $241K | Buy |
+2,258
| New | +$241K | ﹤0.01% | 1489 |
|
|
2021
Q3 | – | Sell |
-14,932
| Closed | -$1.31M | – | 1610 |
|
|
2021
Q2 | $1.31M | Buy |
+14,932
| New | +$1.31M | ﹤0.01% | 1197 |
|