Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,079
| Closed | -$323K | – | 1141 |
|
|
2023
Q1 | $323K | Buy |
14,079
+7,682
| +120% | +$176K | ﹤0.01% | 797 |
|
|
2022
Q4 | $173K | Buy |
+6,397
| New | +$173K | ﹤0.01% | 897 |
|
|
2021
Q3 | – | Sell |
-587
| Closed | -$12K | – | 1048 |
|
|
2021
Q2 | $12K | Buy |
+587
| New | +$12K | ﹤0.01% | 992 |
|
|
2018
Q2 | – | Sell |
-151
| Closed | -$6K | – | 892 |
|
|
2018
Q1 | $6K | Buy |
+151
| New | +$6K | ﹤0.01% | 1085 |
|