Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-18,700
| Closed | -$208K | – | 130 |
|
|
2022
Q2 | $208K | Buy |
18,700
+3,700
| +25% | +$41.2K | 0.02% | 138 |
|
|
2022
Q1 | $254K | Buy |
+15,000
| New | +$254K | 0.02% | 130 |
|
|
2020
Q3 | – | Sell |
-15,000
| Closed | -$91K | – | 104 |
|
|
2020
Q2 | $91K | Buy |
+15,000
| New | +$91K | 0.01% | 89 |
|