Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26,298
| Closed | -$847K | – | 1021 |
|
|
2023
Q2 | $847K | Buy |
+26,298
| New | +$847K | ﹤0.01% | 837 |
|
|
2021
Q2 | – | Sell |
-49,020
| Closed | -$1.48M | – | 984 |
|
|
2021
Q1 | $1.48M | Buy |
49,020
+10,037
| +26% | +$304K | 0.01% | 723 |
|
|
2020
Q4 | $1.3M | Buy |
+38,983
| New | +$1.3M | 0.01% | 819 |
|