Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-42,343
| Closed | -$1.49M | – | 1004 |
|
|
2023
Q1 | $1.49M | Buy |
+42,343
| New | +$1.49M | 0.01% | 736 |
|
|
2021
Q2 | – | Sell |
-37,125
| Closed | -$1.27M | – | 939 |
|
|
2021
Q1 | $1.27M | Hold |
37,125
| – | – | 0.01% | 767 |
|
|
2020
Q4 | $1.42M | Buy |
+37,125
| New | +$1.42M | 0.01% | 789 |
|