Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-48,447
| Closed | -$236K | – | 1070 |
|
|
2023
Q2 | $236K | Sell |
48,447
-6,557
| -12% | -$31.9K | ﹤0.01% | 708 |
|
|
2023
Q1 | $251K | Sell |
55,004
-2,209
| -4% | -$10.1K | ﹤0.01% | 711 |
|
|
2022
Q4 | $350K | Sell |
57,213
-211
| -0.4% | -$1.29K | ﹤0.01% | 703 |
|
|
2022
Q3 | $417K | Sell |
57,424
-2,683
| -4% | -$19.5K | ﹤0.01% | 866 |
|
|
2022
Q2 | $497K | Sell |
60,107
-460
| -0.8% | -$3.8K | ﹤0.01% | 895 |
|
|
2022
Q1 | $669K | Buy |
+60,567
| New | +$669K | ﹤0.01% | 931 |
|