Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,222
| Closed | -$1.66M | – | 437 |
|
|
2023
Q3 | $1.66M | Sell |
13,222
-455
| -3% | -$57.1K | 0.04% | 307 |
|
|
2023
Q2 | $1.58M | Sell |
13,677
-23,691
| -63% | -$2.74M | 0.04% | 281 |
|
|
2023
Q1 | $4.07M | Sell |
37,368
-2,165
| -5% | -$236K | 0.1% | 185 |
|
|
2022
Q4 | $4.04M | Buy |
+39,533
| New | +$4.04M | 0.12% | 183 |
|