Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,000
| Closed | -$1.34M | – | 47 |
|
|
2022
Q4 | $1.34M | Hold |
5,000
| – | – | 0.18% | 24 |
|
|
2022
Q3 | $1.23M | Sell |
5,000
-5,000
| -50% | -$1.23M | 0.36% | 29 |
|
|
2022
Q2 | $2.12M | Buy |
10,000
+5,000
| +100% | +$1.06M | 0.41% | 28 |
|
|
2022
Q1 | $1.63M | Buy |
+5,000
| New | +$1.63M | 0.31% | 41 |
|