Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,234
| Closed | -$27.9K | – | 2152 |
|
|
2024
Q3 | $27.9K | Hold |
10,234
| – | – | ﹤0.01% | 1888 |
|
|
2024
Q2 | $48.5K | Buy |
10,234
+1,009
| +11% | +$4.78K | ﹤0.01% | 1791 |
|
|
2024
Q1 | $47.5K | Hold |
9,225
| – | – | ﹤0.01% | 1843 |
|
|
2023
Q4 | $70.4K | Buy |
9,225
+1,319
| +17% | +$10.1K | ﹤0.01% | 1835 |
|
|
2023
Q3 | $66.4K | Hold |
7,906
| – | – | ﹤0.01% | 1824 |
|
|
2023
Q2 | $76.4K | Hold |
7,906
| – | – | ﹤0.01% | 1825 |
|
|
2023
Q1 | $65.2K | Hold |
7,906
| – | – | ﹤0.01% | 1835 |
|
|
2022
Q4 | $54.2K | Sell |
7,906
-686
| -8% | -$4.71K | ﹤0.01% | 1689 |
|
|
2022
Q3 | $56K | Buy |
+8,592
| New | +$56K | ﹤0.01% | 1646 |
|