Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-20,247
| Closed | -$146K | – | 1181 |
|
2023
Q1 | $146K | Sell |
20,247
-2,764
| -12% | -$20K | ﹤0.01% | 1079 |
|
2022
Q4 | $215K | Buy |
23,011
+2,437
| +12% | +$22.8K | ﹤0.01% | 1090 |
|
2022
Q3 | $203K | Sell |
20,574
-1,923
| -9% | -$19K | ﹤0.01% | 1090 |
|
2022
Q2 | $360K | Sell |
22,497
-425
| -2% | -$6.8K | ﹤0.01% | 1014 |
|
2022
Q1 | $524K | Buy |
+22,922
| New | +$524K | ﹤0.01% | 1034 |
|