Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,883
| Closed | -$698K | – | 963 |
|
|
2023
Q3 | $698K | Buy |
+3,883
| New | +$698K | ﹤0.01% | 729 |
|
|
2023
Q2 | – | Sell |
-6,151
| Closed | -$1.2M | – | 974 |
|
|
2023
Q1 | $1.2M | Sell |
6,151
-10,504
| -63% | -$2.05M | 0.01% | 839 |
|
|
2022
Q4 | $2.73M | Buy |
+16,655
| New | +$2.73M | 0.01% | 678 |
|