Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,687
| Closed | -$323K | – | 1240 |
|
|
2022
Q1 | $323K | Sell |
6,687
-222
| -3% | -$10.7K | 0.01% | 1012 |
|
|
2021
Q4 | $430K | Buy |
6,909
+225
| +3% | +$14K | 0.01% | 967 |
|
|
2021
Q3 | $592K | Sell |
6,684
-354
| -5% | -$31.4K | 0.01% | 804 |
|
|
2021
Q2 | $862K | Buy |
+7,038
| New | +$862K | 0.02% | 660 |
|