Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-119
| Closed | -$25K | – | 4050 |
|
|
2022
Q1 | $25K | Sell |
119
-3
| -2% | -$630 | ﹤0.01% | 3940 |
|
|
2021
Q4 | $33K | Sell |
122
-14
| -10% | -$3.79K | ﹤0.01% | 3971 |
|
|
2021
Q3 | $72K | Buy |
136
+23
| +20% | +$12.2K | ﹤0.01% | 3943 |
|
|
2021
Q2 | $85K | Sell |
113
-60
| -35% | -$45.1K | ﹤0.01% | 3885 |
|
|
2021
Q1 | $133K | Buy |
173
+72
| +71% | +$55.4K | ﹤0.01% | 3709 |
|
|
2020
Q4 | $53K | Buy |
+101
| New | +$53K | ﹤0.01% | 3698 |
|