Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-36,721
| Closed | -$232K | – | 2587 |
|
|
2023
Q3 | $232K | Buy |
36,721
+23,944
| +187% | +$152K | ﹤0.01% | 2486 |
|
|
2023
Q2 | $112K | Hold |
12,777
| – | – | ﹤0.01% | 2637 |
|
|
2023
Q1 | $112K | Hold |
12,777
| – | – | ﹤0.01% | 2637 |
|
|
2022
Q4 | $110K | Hold |
12,777
| – | – | ﹤0.01% | 2488 |
|
|
2022
Q3 | $112K | Hold |
12,777
| – | – | ﹤0.01% | 2676 |
|
|
2022
Q2 | $121K | Buy |
+12,777
| New | +$121K | ﹤0.01% | 2627 |
|