Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $296K | Sell |
32,650
-11,500
| -26% | -$104K | 0.67% | 14 |
|
|
2023
Q3 | $399K | Sell |
44,150
-8,550
| -16% | -$77.3K | 1.25% | 12 |
|
|
2023
Q2 | $511K | Sell |
52,700
-26,675
| -34% | -$258K | 1.6% | 13 |
|
|
2023
Q1 | $834K | Buy |
79,375
+46,555
| +142% | +$489K | 2.54% | 10 |
|
|
2022
Q4 | $320K | Buy |
+32,820
| New | +$320K | 0.4% | 26 |
|