Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,442
| Closed | -$243K | – | 1203 |
|
|
2022
Q4 | $243K | Buy |
+6,442
| New | +$243K | ﹤0.01% | 853 |
|
|
2022
Q3 | – | Sell |
-6,442
| Closed | -$163K | – | 1145 |
|
|
2022
Q2 | $163K | Hold |
6,442
| – | – | ﹤0.01% | 920 |
|
|
2022
Q1 | $226K | Hold |
6,442
| – | – | ﹤0.01% | 884 |
|
|
2021
Q4 | $159K | Buy |
6,442
+1,942
| +43% | +$47.9K | ﹤0.01% | 915 |
|
|
2021
Q3 | $122K | Hold |
4,500
| – | – | ﹤0.01% | 902 |
|
|
2021
Q2 | $111K | Buy |
+4,500
| New | +$111K | ﹤0.01% | 909 |
|