Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,044
| Closed | -$293K | – | 508 |
|
|
2023
Q2 | $293K | Buy |
1,044
+243
| +30% | +$68.2K | 0.02% | 422 |
|
|
2023
Q1 | $205K | Sell |
801
-76
| -9% | -$19.4K | 0.02% | 453 |
|
|
2022
Q4 | $291K | Buy |
877
+154
| +21% | +$51.1K | 0.03% | 417 |
|
|
2022
Q3 | $201K | Sell |
723
-242
| -25% | -$67.3K | 0.02% | 465 |
|
|
2022
Q2 | $255K | Buy |
+965
| New | +$255K | 0.02% | 432 |
|