Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-35,796
| Closed | -$1.09M | – | 481 |
|
|
2022
Q1 | $1.09M | Buy |
35,796
+35,110
| +5,118% | +$1.07M | 0.05% | 139 |
|
|
2021
Q4 | $24K | Hold |
686
| – | – | ﹤0.01% | 420 |
|
|
2021
Q3 | $30K | Hold |
686
| – | – | ﹤0.01% | 424 |
|
|
2021
Q2 | $38K | Hold |
686
| – | – | ﹤0.01% | 394 |
|
|
2021
Q1 | $41K | Hold |
686
| – | – | ﹤0.01% | 368 |
|
|
2020
Q4 | $48K | Buy |
+686
| New | +$48K | ﹤0.01% | 333 |
|