Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-21,313
| Closed | -$2.21M | – | 227 |
|
2021
Q4 | $2.21M | Buy |
21,313
+14,933
| +234% | +$1.55M | 0.26% | 85 |
|
2021
Q3 | $713K | Buy |
+6,380
| New | +$713K | 0.09% | 126 |
|
2020
Q3 | – | Sell |
-3,110
| Closed | -$308K | – | 451 |
|
2020
Q2 | $308K | Buy |
+3,110
| New | +$308K | 0.06% | 133 |
|