Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-63,400
| Closed | -$919K | – | 1173 |
|
|
2022
Q1 | $919K | Sell |
63,400
-3,700
| -6% | -$53.6K | ﹤0.01% | 966 |
|
|
2021
Q4 | $851K | Buy |
+67,100
| New | +$851K | ﹤0.01% | 970 |
|
|
2021
Q1 | – | Sell |
-10,800
| Closed | -$132K | – | 1283 |
|
|
2020
Q4 | $132K | Hold |
10,800
| – | – | ﹤0.01% | 1189 |
|
|
2020
Q3 | $87K | Sell |
10,800
-1,100
| -9% | -$8.86K | ﹤0.01% | 1201 |
|
|
2020
Q2 | $92K | Hold |
11,900
| – | – | ﹤0.01% | 1210 |
|
|
2020
Q1 | $104K | Buy |
+11,900
| New | +$104K | ﹤0.01% | 1139 |
|