Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,459
| Closed | -$586K | – | 1007 |
|
|
2023
Q3 | $586K | Buy |
+4,459
| New | +$586K | ﹤0.01% | 801 |
|
|
2022
Q2 | – | Sell |
-2,651
| Closed | -$720K | – | 1101 |
|
|
2022
Q1 | $720K | Sell |
2,651
-7,502
| -74% | -$2.04M | ﹤0.01% | 1006 |
|
|
2021
Q4 | $2.77M | Buy |
10,153
+1,933
| +24% | +$528K | 0.01% | 718 |
|
|
2021
Q3 | $1.53M | Buy |
+8,220
| New | +$1.53M | 0.01% | 884 |
|