Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,019
| Closed | -$134K | – | 2657 |
|
|
2022
Q3 | $134K | Buy |
4,019
+1,529
| +61% | +$50.9K | ﹤0.01% | 2657 |
|
|
2022
Q2 | $143K | Hold |
2,490
| – | – | ﹤0.01% | 2618 |
|
|
2022
Q1 | $409K | Buy |
2,490
+1,653
| +197% | +$271K | ﹤0.01% | 2527 |
|
|
2021
Q4 | $121K | Buy |
+837
| New | +$121K | ﹤0.01% | 2807 |
|