Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-21,850
| Closed | -$974K | – | 199 |
|
|
2022
Q4 | $974K | Buy |
21,850
+11,037
| +102% | +$492K | 0.15% | 90 |
|
|
2022
Q3 | $473K | Buy |
+10,813
| New | +$473K | 0.08% | 120 |
|
|
2020
Q3 | – | Sell |
-297
| Closed | -$10K | – | 215 |
|
|
2020
Q2 | $10K | Hold |
297
| – | – | ﹤0.01% | 155 |
|
|
2020
Q1 | $9K | Hold |
297
| – | – | ﹤0.01% | 154 |
|
|
2019
Q4 | $9K | Buy |
+297
| New | +$9K | ﹤0.01% | 168 |
|