Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,800
| Closed | -$460K | – | 1236 |
|
|
2022
Q4 | $460K | Hold |
6,800
| – | – | ﹤0.01% | 781 |
|
|
2022
Q3 | $333K | Hold |
6,800
| – | – | ﹤0.01% | 819 |
|
|
2022
Q2 | $287K | Hold |
6,800
| – | – | ﹤0.01% | 867 |
|
|
2022
Q1 | $353K | Hold |
6,800
| – | – | ﹤0.01% | 843 |
|
|
2021
Q4 | $243K | Hold |
6,800
| – | – | ﹤0.01% | 882 |
|
|
2021
Q3 | $237K | Hold |
6,800
| – | – | ﹤0.01% | 843 |
|
|
2021
Q2 | $196K | Buy |
+6,800
| New | +$196K | ﹤0.01% | 854 |
|