Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,150
| Closed | -$1.75M | – | 157 |
|
|
2023
Q2 | $1.75M | Buy |
15,150
+472
| +3% | +$54.5K | 0.33% | 77 |
|
|
2023
Q1 | $1.56M | Buy |
14,678
+841
| +6% | +$89.5K | 0.32% | 83 |
|
|
2022
Q4 | $1.54M | Buy |
13,837
+655
| +5% | +$72.7K | 0.34% | 83 |
|
|
2022
Q3 | $1.14M | Buy |
+13,182
| New | +$1.14M | 0.27% | 91 |
|