Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-77,581
| Closed | -$1.99M | – | 1052 |
|
|
2022
Q1 | $1.99M | Buy |
77,581
+700
| +0.9% | +$17.9K | 0.01% | 853 |
|
|
2021
Q4 | $3.57M | Buy |
76,881
+18,400
| +31% | +$854K | 0.02% | 661 |
|
|
2021
Q3 | $3.87M | Buy |
58,481
+10,018
| +21% | +$663K | 0.02% | 641 |
|
|
2021
Q2 | $5.91M | Sell |
48,463
-2,500
| -5% | -$305K | 0.03% | 545 |
|
|
2021
Q1 | $5.46M | Buy |
50,963
+12,463
| +32% | +$1.33M | 0.03% | 511 |
|
|
2020
Q4 | $3.3M | Sell |
38,500
-900
| -2% | -$77.1K | 0.02% | 579 |
|
|
2020
Q3 | $1.64M | Buy |
39,400
+6,600
| +20% | +$275K | 0.01% | 812 |
|
|
2020
Q2 | $1.52M | Buy |
+32,800
| New | +$1.52M | 0.01% | 821 |
|