Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.35M | Hold |
70,122
| – | – | 0.13% | 221 |
|
|
2022
Q3 | $1.4M | Hold |
70,122
| – | – | 0.17% | 181 |
|
|
2022
Q2 | $1.56M | Sell |
70,122
-53,040
| -43% | -$1.18M | 0.18% | 192 |
|
|
2022
Q1 | $3.22M | Buy |
123,162
+17,573
| +17% | +$459K | 0.32% | 68 |
|
|
2021
Q4 | $2.49M | Hold |
105,589
| – | – | 0.23% | 121 |
|
|
2021
Q3 | $2.32M | Buy |
+105,589
| New | +$2.32M | 0.22% | 127 |
|