Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,313
| Closed | -$108K | – | 394 |
|
|
2022
Q4 | $108K | Buy |
2,313
+1,172
| +103% | +$54.7K | 0.01% | 282 |
|
|
2022
Q3 | $53K | Buy |
1,141
+669
| +142% | +$31.1K | ﹤0.01% | 357 |
|
|
2022
Q2 | $24K | Sell |
472
-657
| -58% | -$33.4K | ﹤0.01% | 419 |
|
|
2022
Q1 | $58K | Buy |
1,129
+239
| +27% | +$12.3K | ﹤0.01% | 375 |
|
|
2021
Q4 | $62K | Hold |
890
| – | – | ﹤0.01% | 324 |
|
|
2021
Q3 | $49K | Hold |
890
| – | – | ﹤0.01% | 362 |
|
|
2021
Q2 | $52K | Hold |
890
| – | – | ﹤0.01% | 341 |
|
|
2021
Q1 | $53K | Hold |
890
| – | – | ﹤0.01% | 328 |
|
|
2020
Q4 | $49K | Hold |
890
| – | – | ﹤0.01% | 330 |
|
|
2020
Q3 | $49K | Buy |
+890
| New | +$49K | ﹤0.01% | 295 |
|