Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-231
| Closed | -$15K | – | 375 |
|
|
2022
Q4 | $15K | Sell |
231
-657
| -74% | -$42.7K | ﹤0.01% | 402 |
|
|
2022
Q3 | $63K | Sell |
888
-1,834
| -67% | -$130K | ﹤0.01% | 334 |
|
|
2022
Q2 | $200K | Buy |
2,722
+1,056
| +63% | +$77.6K | 0.01% | 241 |
|
|
2022
Q1 | $151K | Buy |
1,666
+1,307
| +364% | +$118K | 0.01% | 267 |
|
|
2021
Q4 | $31K | Sell |
359
-711
| -66% | -$61.4K | ﹤0.01% | 418 |
|
|
2021
Q3 | $86K | Buy |
1,070
+546
| +104% | +$43.9K | ﹤0.01% | 285 |
|
|
2021
Q2 | $37K | Hold |
524
| – | – | ﹤0.01% | 397 |
|
|
2021
Q1 | $38K | Buy |
+524
| New | +$38K | ﹤0.01% | 380 |
|
|
2020
Q4 | – | Sell |
-602
| Closed | -$23K | – | 438 |
|
|
2020
Q3 | $23K | Buy |
+602
| New | +$23K | ﹤0.01% | 410 |
|