Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,200
| Closed | -$354K | – | 165 |
|
|
2023
Q2 | $354K | Buy |
2,200
+28
| +1% | +$4.5K | 0.08% | 126 |
|
|
2023
Q1 | $308K | Buy |
+2,172
| New | +$308K | 0.06% | 184 |
|
|
2022
Q2 | – | Sell |
-264
| Closed | -$47K | – | 1598 |
|
|
2022
Q1 | $47K | Buy |
+264
| New | +$47K | 0.01% | 493 |
|