Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,270
| Closed | -$310K | – | 1043 |
|
|
2022
Q4 | $310K | Sell |
14,270
-48,657
| -77% | -$1.06M | ﹤0.01% | 973 |
|
|
2022
Q3 | $1.36M | Sell |
62,927
-6,003
| -9% | -$129K | 0.01% | 878 |
|
|
2022
Q2 | $1.79M | Buy |
68,930
+15,603
| +29% | +$406K | 0.01% | 894 |
|
|
2022
Q1 | $2.04M | Buy |
+53,327
| New | +$2.04M | 0.01% | 847 |
|