Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,715
| Closed | -$63.6K | – | 718 |
|
|
2022
Q4 | $63.6K | Sell |
5,715
-446
| -7% | -$4.96K | ﹤0.01% | 709 |
|
|
2022
Q3 | $51K | Buy |
6,161
+24
| +0.4% | +$198 | ﹤0.01% | 733 |
|
|
2022
Q2 | $60K | Sell |
6,137
-133,865
| -96% | -$1.31M | ﹤0.01% | 742 |
|
|
2022
Q1 | $1.84M | Sell |
140,002
-17,627
| -11% | -$231K | ﹤0.01% | 635 |
|
|
2021
Q4 | $2.9M | Buy |
+157,629
| New | +$2.9M | ﹤0.01% | 609 |
|