Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-171
| Closed | -$59K | – | 398 |
|
|
2023
Q2 | $59K | Buy |
+171
| New | +$59K | ﹤0.01% | 344 |
|
|
2022
Q2 | – | Sell |
-60
| Closed | -$13K | – | 476 |
|
|
2022
Q1 | $13K | Sell |
60
-398
| -87% | -$86.2K | ﹤0.01% | 423 |
|
|
2021
Q4 | $132K | Hold |
458
| – | – | 0.01% | 228 |
|
|
2021
Q3 | $122K | Sell |
458
-655
| -59% | -$174K | 0.01% | 237 |
|
|
2021
Q2 | $305K | Buy |
1,113
+314
| +39% | +$86K | 0.01% | 169 |
|
|
2021
Q1 | $216K | Buy |
+799
| New | +$216K | 0.01% | 181 |
|