Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-37,600
| Closed | -$353K | – | 1167 |
|
|
2022
Q4 | $353K | Sell |
37,600
-43,700
| -54% | -$411K | ﹤0.01% | 1028 |
|
|
2022
Q3 | $553K | Hold |
81,300
| – | – | ﹤0.01% | 946 |
|
|
2022
Q2 | $486K | Hold |
81,300
| – | – | ﹤0.01% | 969 |
|
|
2022
Q1 | $656K | Buy |
81,300
+2,900
| +4% | +$23.4K | ﹤0.01% | 1008 |
|
|
2021
Q4 | $469K | Buy |
+78,400
| New | +$469K | ﹤0.01% | 1028 |
|