Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,390
| Closed | -$221K | – | 87 |
|
|
2022
Q3 | $221K | Buy |
2,390
+1,786
| +296% | +$165K | 0.02% | 71 |
|
|
2022
Q2 | $65K | Sell |
604
-426
| -41% | -$45.8K | ﹤0.01% | 84 |
|
|
2022
Q1 | $128K | Buy |
+1,030
| New | +$128K | ﹤0.01% | 33 |
|
|
2021
Q4 | – | Sell |
-920
| Closed | -$135K | – | 72 |
|
|
2021
Q3 | $135K | Buy |
+920
| New | +$135K | 0.01% | 71 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 88 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 85 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 52 |
|