Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-43,611
| Closed | -$149K | – | 1930 |
|
|
2024
Q1 | $149K | Hold |
43,611
| – | – | ﹤0.01% | 1687 |
|
|
2023
Q4 | $209K | Sell |
43,611
-17,528
| -29% | -$84K | ﹤0.01% | 1620 |
|
|
2023
Q3 | $358K | Buy |
61,139
+23,145
| +61% | +$136K | ﹤0.01% | 1465 |
|
|
2023
Q2 | $350K | Buy |
37,994
+29,757
| +361% | +$274K | ﹤0.01% | 1463 |
|
|
2023
Q1 | $66.7K | Hold |
8,237
| – | – | ﹤0.01% | 1829 |
|
|
2022
Q4 | $59.6K | Buy |
+8,237
| New | +$59.6K | ﹤0.01% | 1670 |
|