Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,605
| Closed | -$243K | – | 3 |
|
|
2023
Q3 | $243K | Sell |
17,605
-930
| -5% | -$12.8K | 1.78% | 3 |
|
|
2023
Q2 | $120K | Buy |
+18,535
| New | +$120K | 0.89% | 3 |
|
|
2021
Q4 | – | Sell |
-8,704
| Closed | -$261K | – | 6 |
|
|
2021
Q3 | $261K | Buy |
+8,704
| New | +$261K | 1.43% | 4 |
|