Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,269
| Closed | -$308K | – | 284 |
|
|
2022
Q4 | $308K | Buy |
+1,269
| New | +$308K | 0.06% | 204 |
|
|
2022
Q3 | – | Sell |
-1,493
| Closed | -$297K | – | 295 |
|
|
2022
Q2 | $297K | Sell |
1,493
-338
| -18% | -$67.2K | 0.06% | 202 |
|
|
2022
Q1 | $489K | Sell |
1,831
-1,429
| -44% | -$382K | 0.09% | 147 |
|
|
2021
Q4 | $871K | Buy |
+3,260
| New | +$871K | 0.17% | 110 |
|