Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-591
| Closed | -$66.6K | – | 54 |
|
|
2022
Q4 | $66.6K | Sell |
591
-638
| -52% | -$71.9K | 0.01% | 15 |
|
|
2022
Q3 | $125K | Sell |
1,229
-344
| -22% | -$35K | 0.01% | 83 |
|
|
2022
Q2 | $185K | Buy |
+1,573
| New | +$185K | 0.01% | 63 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 100 |
|
|
2021
Q4 | – | Sell |
-2,077
| Closed | -$261K | – | 87 |
|
|
2021
Q3 | $261K | Buy |
2,077
+1,719
| +480% | +$216K | 0.02% | 49 |
|
|
2021
Q2 | $43K | Buy |
+358
| New | +$43K | ﹤0.01% | 36 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 91 |
|