Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,337
| Closed | -$305K | – | 276 |
|
|
2022
Q4 | $305K | Sell |
8,337
-1,784
| -18% | -$65.3K | 0.06% | 207 |
|
|
2022
Q3 | $350K | Buy |
10,121
+47
| +0.5% | +$1.63K | 0.07% | 179 |
|
|
2022
Q2 | $351K | Sell |
10,074
-5,146
| -34% | -$179K | 0.07% | 176 |
|
|
2022
Q1 | $533K | Buy |
+15,220
| New | +$533K | 0.1% | 136 |
|