Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $333K | Buy |
5,613
+389
| +7% | +$23.1K | ﹤0.01% | 463 |
|
2023
Q1 | $303K | Sell |
5,224
-82
| -2% | -$4.76K | ﹤0.01% | 482 |
|
2022
Q4 | $309K | Buy |
5,306
+73
| +1% | +$4.26K | ﹤0.01% | 473 |
|
2022
Q3 | $261K | Sell |
5,233
-970
| -16% | -$48.4K | ﹤0.01% | 494 |
|
2022
Q2 | $368K | Buy |
+6,203
| New | +$368K | ﹤0.01% | 454 |
|