Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-21,003
| Closed | -$440K | – | 146 |
|
|
2022
Q2 | $440K | Sell |
21,003
-6,805
| -24% | -$143K | 0.04% | 100 |
|
|
2022
Q1 | $496K | Buy |
+27,808
| New | +$496K | 0.04% | 101 |
|
|
2017
Q1 | – | Sell |
-6,432
| Closed | -$207K | – | 84 |
|
|
2016
Q4 | $207K | Buy |
+6,432
| New | +$207K | 0.04% | 75 |
|