Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,007
| Closed | -$25.5K | – | 2176 |
|
|
2024
Q3 | $25.5K | Sell |
4,007
-956
| -19% | -$6.09K | ﹤0.01% | 1897 |
|
|
2024
Q2 | $31K | Sell |
4,963
-3,227
| -39% | -$20.2K | ﹤0.01% | 1817 |
|
|
2024
Q1 | $63.4K | Buy |
8,190
+1,563
| +24% | +$12.1K | ﹤0.01% | 1820 |
|
|
2023
Q4 | $48.2K | Buy |
+6,627
| New | +$48.2K | ﹤0.01% | 1892 |
|