Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-31,423
| Closed | -$981K | – | 1014 |
|
|
2022
Q4 | $981K | Sell |
31,423
-15,190
| -33% | -$474K | ﹤0.01% | 844 |
|
|
2022
Q3 | $1.39M | Sell |
46,613
-5,123
| -10% | -$153K | 0.01% | 864 |
|
|
2022
Q2 | $1.87M | Buy |
51,736
+2,013
| +4% | +$72.7K | 0.01% | 871 |
|
|
2022
Q1 | $2M | Buy |
+49,723
| New | +$2M | 0.01% | 852 |
|