Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.37M | Buy |
13,050
+1,492
| +13% | +$271K | 0.65% | 69 |
|
|
2022
Q2 | $2.27M | Buy |
11,558
+2,992
| +35% | +$588K | 0.6% | 68 |
|
|
2022
Q1 | $1.83M | Buy |
8,566
+8,547
| +44,984% | +$1.83M | 0.44% | 79 |
|
|
2021
Q4 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 333 |
|
|
2019
Q4 | – | Sell |
-1,415
| Closed | -$228K | – | 145 |
|
|
2019
Q3 | $228K | Sell |
1,415
-716
| -34% | -$115K | 0.11% | 121 |
|
|
2019
Q2 | $314K | Sell |
2,131
-5,819
| -73% | -$857K | 0.16% | 110 |
|
|
2019
Q1 | $1.11M | Sell |
7,950
-1,915
| -19% | -$268K | 0.69% | 42 |
|
|
2018
Q4 | $1.27M | Buy |
+9,865
| New | +$1.27M | 1.01% | 36 |
|