Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,244
| Closed | -$329K | – | 73 |
|
|
2022
Q3 | $329K | Buy |
10,244
+9,496
| +1,270% | +$305K | 0.03% | 58 |
|
|
2022
Q2 | $24K | Sell |
748
-2,404
| -76% | -$77.1K | ﹤0.01% | 93 |
|
|
2022
Q1 | $138K | Buy |
+3,152
| New | +$138K | 0.01% | 32 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 47 |
|
|
2021
Q3 | – | Sell |
-126
| Closed | -$7K | – | 96 |
|
|
2021
Q2 | $7K | Sell |
126
-269
| -68% | -$14.9K | ﹤0.01% | 47 |
|
|
2021
Q1 | $23K | Buy |
+395
| New | +$23K | ﹤0.01% | 31 |
|