Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-830
| Closed | -$119K | – | 110 |
|
|
2022
Q2 | $119K | Sell |
830
-188
| -18% | -$27K | 0.01% | 69 |
|
|
2022
Q1 | $175K | Buy |
+1,018
| New | +$175K | 0.01% | 31 |
|
|
2021
Q4 | – | Sell |
-1,041
| Closed | -$401K | – | 75 |
|
|
2021
Q3 | $401K | Buy |
+1,041
| New | +$401K | 0.03% | 30 |
|