Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-30,139
| Closed | -$1.3M | – | 813 |
|
|
2022
Q1 | $1.3M | Sell |
30,139
-76
| -0.3% | -$3.29K | 0.04% | 236 |
|
|
2021
Q4 | $1.39M | Hold |
30,215
| – | – | 0.04% | 232 |
|
|
2021
Q3 | $1.43M | Sell |
30,215
-21,694
| -42% | -$1.03M | 0.05% | 227 |
|
|
2021
Q2 | $2.51M | Sell |
51,909
-1,987
| -4% | -$96.1K | 0.09% | 181 |
|
|
2021
Q1 | $2.3M | Buy |
+53,896
| New | +$2.3M | 0.09% | 187 |
|