Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-644
| Closed | -$72K | – | 403 |
|
2023
Q2 | $72K | Buy |
+644
| New | +$72K | 0.01% | 327 |
|
2023
Q1 | – | Sell |
-512
| Closed | -$45K | – | 417 |
|
2022
Q4 | $45K | Buy |
+512
| New | +$45K | ﹤0.01% | 347 |
|
2022
Q3 | – | Sell |
-756
| Closed | -$68K | – | 472 |
|
2022
Q2 | $68K | Hold |
756
| – | – | ﹤0.01% | 345 |
|
2022
Q1 | $89K | Buy |
+756
| New | +$89K | ﹤0.01% | 317 |
|