Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,696
| Closed | -$584K | – | 1030 |
|
|
2023
Q3 | $584K | Buy |
+4,696
| New | +$584K | ﹤0.01% | 808 |
|
|
2022
Q3 | – | Sell |
-20,773
| Closed | -$1.92M | – | 1078 |
|
|
2022
Q2 | $1.92M | Buy |
20,773
+2,487
| +14% | +$230K | 0.01% | 850 |
|
|
2022
Q1 | $2.28M | Buy |
+18,286
| New | +$2.28M | 0.01% | 783 |
|