Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,627
| Closed | -$358K | – | 742 |
|
|
2023
Q2 | $358K | Sell |
7,627
-193
| -2% | -$9.07K | 0.01% | 464 |
|
|
2023
Q1 | $386K | Sell |
7,820
-59
| -0.7% | -$2.91K | 0.01% | 446 |
|
|
2022
Q4 | $351K | Sell |
7,879
-623
| -7% | -$27.8K | 0.01% | 479 |
|
|
2022
Q3 | $372K | Buy |
+8,502
| New | +$372K | 0.02% | 418 |
|