Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,789
| Closed | -$36.5K | – | 2693 |
|
|
2023
Q2 | $36.5K | Hold |
4,789
| – | – | ﹤0.01% | 2664 |
|
|
2023
Q1 | $36.5K | Hold |
4,789
| – | – | ﹤0.01% | 2664 |
|
|
2022
Q4 | $37.4K | Sell |
4,789
-446
| -9% | -$3.48K | ﹤0.01% | 2514 |
|
|
2022
Q3 | $33.3K | Buy |
5,235
+748
| +17% | +$4.76K | ﹤0.01% | 2722 |
|
|
2022
Q2 | $48.2K | Buy |
4,487
+51
| +1% | +$548 | ﹤0.01% | 2671 |
|
|
2022
Q1 | $64.4K | Buy |
4,436
+673
| +18% | +$9.77K | ﹤0.01% | 2759 |
|
|
2021
Q4 | $125K | Buy |
+3,763
| New | +$125K | ﹤0.01% | 2805 |
|