Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,089
| Closed | -$22.2K | – | 3179 |
|
|
2023
Q3 | $22.2K | Sell |
3,089
-1,166
| -27% | -$8.38K | ﹤0.01% | 2839 |
|
|
2023
Q2 | $50.6K | Sell |
4,255
-924
| -18% | -$11K | ﹤0.01% | 2716 |
|
|
2023
Q1 | $60K | Buy |
5,179
+1,822
| +54% | +$21.1K | ﹤0.01% | 2641 |
|
|
2022
Q4 | $177K | Buy |
3,357
+316
| +10% | +$16.7K | ﹤0.01% | 2388 |
|
|
2022
Q3 | $350K | Buy |
3,041
+128
| +4% | +$14.7K | ﹤0.01% | 1660 |
|
|
2022
Q2 | $330K | Buy |
+2,913
| New | +$330K | ﹤0.01% | 1259 |
|
|
2021
Q2 | – | Sell |
-2,000
| Closed | -$216K | – | 936 |
|
|
2021
Q1 | $216K | Sell |
2,000
-1,430
| -42% | -$154K | ﹤0.01% | 846 |
|
|
2020
Q4 | $297K | Buy |
+3,430
| New | +$297K | ﹤0.01% | 754 |
|