Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,289
| Closed | -$339K | – | 293 |
|
|
2022
Q4 | $339K | Sell |
5,289
-1,395
| -21% | -$89.5K | 0.07% | 187 |
|
|
2022
Q3 | $373K | Buy |
6,684
+450
| +7% | +$25.1K | 0.08% | 174 |
|
|
2022
Q2 | $293K | Buy |
6,234
+298
| +5% | +$14K | 0.06% | 207 |
|
|
2022
Q1 | $405K | Buy |
+5,936
| New | +$405K | 0.07% | 181 |
|