Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,403
| Closed | -$159K | – | 1933 |
|
|
2024
Q1 | $159K | Buy |
8,403
+2,192
| +35% | +$41.5K | ﹤0.01% | 1680 |
|
|
2023
Q4 | $126K | Buy |
6,211
+375
| +6% | +$7.6K | ﹤0.01% | 1723 |
|
|
2023
Q3 | $105K | Hold |
5,836
| – | – | ﹤0.01% | 1742 |
|
|
2023
Q2 | $103K | Sell |
5,836
-618
| -10% | -$10.9K | ﹤0.01% | 1760 |
|
|
2023
Q1 | $100K | Buy |
+6,454
| New | +$100K | ﹤0.01% | 1731 |
|