Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,755
| Closed | -$356K | – | 134 |
|
|
2023
Q2 | $356K | Sell |
11,755
-372
| -3% | -$11.3K | 0.08% | 125 |
|
|
2023
Q1 | $321K | Buy |
+12,127
| New | +$321K | 0.06% | 177 |
|
|
2022
Q2 | – | Sell |
-674
| Closed | -$19K | – | 902 |
|
|
2022
Q1 | $19K | Buy |
+674
| New | +$19K | ﹤0.01% | 718 |
|