Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,827
| Closed | -$296K | – | 286 |
|
|
2022
Q4 | $296K | Sell |
5,827
-207
| -3% | -$10.5K | 0.06% | 210 |
|
|
2022
Q3 | $327K | Buy |
6,034
+695
| +13% | +$37.7K | 0.07% | 192 |
|
|
2022
Q2 | $310K | Sell |
5,339
-1,066
| -17% | -$61.9K | 0.07% | 199 |
|
|
2022
Q1 | $462K | Buy |
+6,405
| New | +$462K | 0.08% | 159 |
|