Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,800
| Closed | -$529K | – | 1162 |
|
|
2022
Q3 | $529K | Buy |
8,800
+2,400
| +38% | +$144K | ﹤0.01% | 959 |
|
|
2022
Q2 | $385K | Buy |
+6,400
| New | +$385K | ﹤0.01% | 1005 |
|
|
2014
Q4 | – | Sell |
-5,600
| Closed | -$222K | – | 1427 |
|
|
2014
Q3 | $222K | Buy |
+5,600
| New | +$222K | ﹤0.01% | 1223 |
|