Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,657
| Closed | -$205K | – | 287 |
|
|
2022
Q4 | $205K | Buy |
1,657
+269
| +19% | +$33.3K | 0.04% | 245 |
|
|
2022
Q3 | $368K | Buy |
1,388
+254
| +22% | +$67.3K | 0.08% | 175 |
|
|
2022
Q2 | $254K | Sell |
1,134
-4,035
| -78% | -$904K | 0.05% | 227 |
|
|
2022
Q1 | $1.86M | Sell |
5,169
-663
| -11% | -$238K | 0.34% | 81 |
|
|
2021
Q4 | $2.05M | Buy |
+5,832
| New | +$2.05M | 0.41% | 72 |
|