Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $144K | Sell |
2,125
-3
| -0.1% | -$203 | 0.01% | 528 |
|
|
2022
Q3 | $156K | Sell |
2,128
-13,732
| -87% | -$1.01M | 0.02% | 551 |
|
|
2022
Q2 | $1.71M | Buy |
15,860
+14,245
| +882% | +$1.54M | 0.19% | 166 |
|
|
2022
Q1 | $189K | Buy |
1,615
+1,258
| +352% | +$147K | 0.02% | 545 |
|
|
2021
Q4 | $65K | Hold |
357
| – | – | 0.01% | 596 |
|
|
2021
Q3 | $93K | Sell |
357
-4
| -1% | -$1.04K | 0.01% | 592 |
|
|
2021
Q2 | $139K | Buy |
361
+2
| +0.6% | +$770 | 0.01% | 568 |
|
|
2021
Q1 | $115K | Sell |
359
-2,000
| -85% | -$641K | 0.01% | 585 |
|
|
2020
Q4 | $795K | Buy |
2,359
+559
| +31% | +$188K | 0.08% | 357 |
|
|
2020
Q3 | $846K | Sell |
1,800
-863
| -32% | -$406K | 0.09% | 316 |
|
|
2020
Q2 | $675K | Buy |
+2,663
| New | +$675K | 0.08% | 360 |
|