Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Hold |
0
| – | – | – | 59 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 102 |
|
|
2022
Q3 | – | Sell |
-654
| Closed | -$50K | – | 114 |
|
|
2022
Q2 | $50K | Buy |
+654
| New | +$50K | ﹤0.01% | 90 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 105 |
|
|
2021
Q4 | – | Sell |
-3,656
| Closed | -$403K | – | 94 |
|
|
2021
Q3 | $403K | Buy |
3,656
+1,896
| +108% | +$209K | 0.03% | 29 |
|
|
2021
Q2 | $197K | Buy |
+1,760
| New | +$197K | 0.02% | 11 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 94 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 57 |
|