Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-4,538
| Closed | -$450K | – | 798 |
|
2022
Q1 | $450K | Hold |
4,538
| – | – | 0.02% | 422 |
|
2021
Q4 | $649K | Hold |
4,538
| – | – | 0.02% | 355 |
|
2021
Q3 | $573K | Hold |
4,538
| – | – | 0.02% | 385 |
|
2021
Q2 | $498K | Hold |
4,538
| – | – | 0.02% | 410 |
|
2021
Q1 | $455K | Buy |
+4,538
| New | +$455K | 0.02% | 414 |
|