Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $89.9K | Sell |
803
-3
| -0.4% | -$336 | 0.01% | 574 |
|
|
2022
Q3 | $132K | Sell |
806
-45
| -5% | -$7.37K | 0.02% | 564 |
|
|
2022
Q2 | $127K | Sell |
851
-1,192
| -58% | -$178K | 0.01% | 553 |
|
|
2022
Q1 | $492K | Sell |
2,043
-1,061
| -34% | -$256K | 0.05% | 469 |
|
|
2021
Q4 | $997K | Buy |
3,104
+1,321
| +74% | +$424K | 0.09% | 356 |
|
|
2021
Q3 | $467K | Buy |
1,783
+1,114
| +167% | +$292K | 0.05% | 485 |
|
|
2021
Q2 | $144K | Sell |
669
-1,751
| -72% | -$377K | 0.01% | 562 |
|
|
2021
Q1 | $415K | Sell |
2,420
-1,006
| -29% | -$173K | 0.04% | 494 |
|
|
2020
Q4 | $684K | Sell |
3,426
-1,258
| -27% | -$251K | 0.07% | 388 |
|
|
2020
Q3 | $658K | Buy |
+4,684
| New | +$658K | 0.07% | 360 |
|