Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,709
| Closed | -$141K | – | 30 |
|
|
2022
Q2 | $141K | Buy |
12,709
+1,289
| +11% | +$14.3K | 0.09% | 36 |
|
|
2022
Q1 | $193K | Buy |
+11,420
| New | +$193K | 0.15% | 47 |
|
|
2018
Q1 | – | Sell |
-11,159
| Closed | -$139K | – | 17 |
|
|
2017
Q4 | $139K | Buy |
11,159
+41
| +0.4% | +$511 | 0.14% | 12 |
|
|
2017
Q3 | $133K | Buy |
11,118
+46
| +0.4% | +$550 | 0.07% | 15 |
|
|
2017
Q2 | $124K | Buy |
11,072
+45
| +0.4% | +$504 | 0.08% | 9 |
|
|
2017
Q1 | $128K | Buy |
+11,027
| New | +$128K | 0.08% | 10 |
|