Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,447
| Closed | -$293K | – | 671 |
|
|
2023
Q2 | $293K | Buy |
3,447
+1,986
| +136% | +$169K | 0.01% | 539 |
|
|
2023
Q1 | $136K | Sell |
1,461
-439
| -23% | -$41K | ﹤0.01% | 543 |
|
|
2022
Q4 | $146K | Hold |
1,900
| – | – | ﹤0.01% | 516 |
|
|
2022
Q3 | $127K | Buy |
+1,900
| New | +$127K | ﹤0.01% | 515 |
|
|
2020
Q1 | – | Sell |
-1,165
| Closed | -$98K | – | 454 |
|
|
2019
Q4 | $98K | Buy |
+1,165
| New | +$98K | 0.01% | 394 |
|