Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,900
| Closed | -$207K | – | 762 |
|
|
2022
Q4 | $207K | Sell |
1,900
-600
| -24% | -$65.2K | 0.01% | 648 |
|
|
2022
Q3 | $212K | Buy |
+2,500
| New | +$212K | 0.01% | 580 |
|
|
2020
Q1 | – | Sell |
-6,400
| Closed | -$428K | – | 531 |
|
|
2019
Q4 | $428K | Buy |
6,400
+1,000
| +19% | +$66.9K | 0.02% | 326 |
|
|
2019
Q3 | $371K | Buy |
+5,400
| New | +$371K | 0.02% | 353 |
|