Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-22
| Closed | -$1K | – | 632 |
|
|
2021
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 498 |
|
|
2021
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 474 |
|
|
2021
Q2 | $3K | Sell |
22
-6,066
| -100% | -$827K | ﹤0.01% | 406 |
|
|
2021
Q1 | $789K | Buy |
6,088
+4,110
| +208% | +$533K | 0.31% | 127 |
|
|
2020
Q4 | $257K | Buy |
1,978
+1,648
| +499% | +$214K | 0.11% | 153 |
|
|
2020
Q3 | $33K | Buy |
+330
| New | +$33K | 0.02% | 217 |
|