Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-543
| Closed | -$67K | – | 188 |
|
|
2022
Q1 | $67K | Sell |
543
-30
| -5% | -$3.7K | 0.01% | 173 |
|
|
2021
Q4 | $125K | Sell |
573
-416
| -42% | -$90.8K | 0.02% | 169 |
|
|
2021
Q3 | $205K | Buy |
989
+88
| +10% | +$18.2K | 0.03% | 142 |
|
|
2021
Q2 | $185K | Hold |
901
| – | – | 0.02% | 144 |
|
|
2021
Q1 | $181K | Buy |
901
+146
| +19% | +$29.3K | 0.02% | 140 |
|
|
2020
Q4 | $134K | Buy |
+755
| New | +$134K | 0.02% | 134 |
|