Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-336
| Closed | -$185K | – | 60 |
|
|
2022
Q3 | $185K | Sell |
336
-87
| -21% | -$47.9K | 0.02% | 78 |
|
|
2022
Q2 | $258K | Buy |
+423
| New | +$258K | 0.02% | 48 |
|
|
2022
Q1 | – | Sell |
-38
| Closed | -$35K | – | 54 |
|
|
2021
Q4 | $35K | Sell |
38
-155
| -80% | -$143K | 0.01% | 6 |
|
|
2021
Q3 | $162K | Buy |
+193
| New | +$162K | 0.01% | 64 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 64 |
|