| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,315
| Closed | -$45.1K | – | 1196 |
|
|
2023
Q1 | $45.1K | Buy |
1,315
+31
| +2% | +$1.06K | ﹤0.01% | 1091 |
|
|
2022
Q4 | $39.1K | Buy |
1,284
+261
| +26% | +$7.95K | ﹤0.01% | 1121 |
|
|
2022
Q3 | $25K | Buy |
+1,023
| New | +$25K | ﹤0.01% | 1123 |
|
|
2021
Q1 | – | Sell |
-1,398
| Closed | -$39K | – | 1366 |
|
|
2020
Q4 | $39K | Buy |
1,398
+132
| +10% | +$3.68K | ﹤0.01% | 1225 |
|
|
2020
Q3 | $32K | Buy |
+1,266
| New | +$32K | ﹤0.01% | 1234 |
|