Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-221
| Closed | -$30K | – | 446 |
|
|
2022
Q3 | $30K | Buy |
+221
| New | +$30K | ﹤0.01% | 403 |
|
|
2022
Q2 | – | Sell |
-354
| Closed | -$61K | – | 489 |
|
|
2022
Q1 | $61K | Buy |
+354
| New | +$61K | ﹤0.01% | 367 |
|
|
2021
Q2 | – | Sell |
-212
| Closed | -$47K | – | 448 |
|
|
2021
Q1 | $47K | Hold |
212
| – | – | ﹤0.01% | 348 |
|
|
2020
Q4 | $38K | Hold |
212
| – | – | ﹤0.01% | 377 |
|
|
2020
Q3 | $39K | Buy |
+212
| New | +$39K | ﹤0.01% | 332 |
|