Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,202
| Closed | -$203K | – | 281 |
|
|
2022
Q3 | $203K | Sell |
2,202
-208
| -9% | -$19.2K | 0.04% | 258 |
|
|
2022
Q2 | $260K | Buy |
2,410
+268
| +13% | +$28.9K | 0.06% | 223 |
|
|
2022
Q1 | $266K | Buy |
2,142
+178
| +9% | +$22.1K | 0.05% | 236 |
|
|
2021
Q4 | $291K | Buy |
+1,964
| New | +$291K | 0.06% | 206 |
|