Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-305
| Closed | -$55K | – | 63 |
|
2022
Q3 | $55K | Buy |
+305
| New | +$55K | ﹤0.01% | 89 |
|
2022
Q2 | – | Hold |
0
| – | – | – | 105 |
|
2022
Q1 | – | Hold |
0
| – | – | – | 58 |
|
2021
Q4 | – | Sell |
-1,247
| Closed | -$216K | – | 26 |
|
2021
Q3 | $216K | Buy |
1,247
+1,223
| +5,096% | +$212K | 0.01% | 58 |
|
2021
Q2 | $4K | Sell |
24
-66
| -73% | -$11K | ﹤0.01% | 50 |
|
2021
Q1 | $14K | Buy |
+90
| New | +$14K | ﹤0.01% | 42 |
|