Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-983
| Closed | -$113K | – | 694 |
|
|
2023
Q2 | $113K | Buy |
983
+611
| +164% | +$70K | ﹤0.01% | 666 |
|
|
2023
Q1 | $41.6K | Sell |
372
-430
| -54% | -$48.1K | ﹤0.01% | 689 |
|
|
2022
Q4 | $72.5K | Hold |
802
| – | – | ﹤0.01% | 632 |
|
|
2022
Q3 | $65K | Buy |
+802
| New | +$65K | ﹤0.01% | 654 |
|