Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,824
| Closed | -$774K | – | 2027 |
|
|
2023
Q2 | $774K | Buy |
+17,824
| New | +$774K | 0.14% | 167 |
|
|
2022
Q2 | – | Sell |
-2,372
| Closed | -$235K | – | 1115 |
|
|
2022
Q1 | $235K | Buy |
+2,372
| New | +$235K | 0.1% | 362 |
|
|
2021
Q4 | – | Sell |
-5,476
| Closed | -$691K | – | 1015 |
|
|
2021
Q3 | $691K | Buy |
+5,476
| New | +$691K | 0.23% | 104 |
|