Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-594
| Closed | -$198K | – | 69 |
|
|
2022
Q3 | $198K | Sell |
594
-636
| -52% | -$212K | 0.02% | 75 |
|
|
2022
Q2 | $368K | Buy |
+1,230
| New | +$368K | 0.03% | 36 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 65 |
|
|
2021
Q4 | – | Sell |
-1,085
| Closed | -$364K | – | 40 |
|
|
2021
Q3 | $364K | Buy |
+1,085
| New | +$364K | 0.02% | 36 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 73 |
|