Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,626
| Closed | -$17.4K | – | 2070 |
|
|
2023
Q3 | $17.4K | Sell |
2,626
-5,212
| -66% | -$34.6K | ﹤0.01% | 1939 |
|
|
2023
Q2 | $103K | Sell |
7,838
-194
| -2% | -$2.56K | ﹤0.01% | 1756 |
|
|
2023
Q1 | $164K | Buy |
8,032
+5,406
| +206% | +$110K | ﹤0.01% | 1619 |
|
|
2022
Q4 | $68.3K | Hold |
2,626
| – | – | ﹤0.01% | 1651 |
|
|
2022
Q3 | $50K | Buy |
+2,626
| New | +$50K | ﹤0.01% | 1668 |
|
|
2021
Q3 | – | Sell |
-6,120
| Closed | -$366K | – | 1624 |
|
|
2021
Q2 | $366K | Buy |
+6,120
| New | +$366K | ﹤0.01% | 1301 |
|