Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Hold |
0
| – | – | – | 24 |
|
|
2022
Q4 | – | Sell |
-3,682
| Closed | -$342K | – | 70 |
|
|
2022
Q3 | $342K | Buy |
3,682
+2,382
| +183% | +$221K | 0.03% | 56 |
|
|
2022
Q2 | $139K | Buy |
+1,300
| New | +$139K | 0.01% | 68 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 67 |
|
|
2021
Q4 | – | Sell |
-1,854
| Closed | -$181K | – | 43 |
|
|
2021
Q3 | $181K | Buy |
1,854
+808
| +77% | +$78.9K | 0.01% | 62 |
|
|
2021
Q2 | $103K | Buy |
+1,046
| New | +$103K | 0.01% | 21 |
|