Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,871
| Closed | -$328K | – | 258 |
|
|
2022
Q4 | $328K | Sell |
4,871
-721
| -13% | -$48.5K | 0.07% | 191 |
|
|
2022
Q3 | $335K | Buy |
5,592
+121
| +2% | +$7.25K | 0.07% | 186 |
|
|
2022
Q2 | $325K | Sell |
5,471
-880
| -14% | -$52.3K | 0.07% | 186 |
|
|
2022
Q1 | $442K | Buy |
+6,351
| New | +$442K | 0.08% | 166 |
|