Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,565
| Closed | -$372K | – | 274 |
|
|
2022
Q4 | $372K | Sell |
1,565
-29
| -2% | -$6.89K | 0.08% | 171 |
|
|
2022
Q3 | $338K | Buy |
1,594
+32
| +2% | +$6.79K | 0.07% | 185 |
|
|
2022
Q2 | $316K | Sell |
1,562
-408
| -21% | -$82.5K | 0.07% | 195 |
|
|
2022
Q1 | $447K | Buy |
+1,970
| New | +$447K | 0.08% | 163 |
|