Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-420
| Closed | -$23K | – | 2002 |
|
|
2024
Q2 | $23K | Sell |
420
-449
| -52% | -$24.6K | ﹤0.01% | 1840 |
|
|
2024
Q1 | $56K | Hold |
869
| – | – | ﹤0.01% | 1826 |
|
|
2023
Q4 | $49.9K | Sell |
869
-48
| -5% | -$2.76K | ﹤0.01% | 1887 |
|
|
2023
Q3 | $52.8K | Buy |
917
+36
| +4% | +$2.07K | ﹤0.01% | 1865 |
|
|
2023
Q2 | $52.7K | Hold |
881
| – | – | ﹤0.01% | 1886 |
|
|
2023
Q1 | $42.6K | Hold |
881
| – | – | ﹤0.01% | 1898 |
|
|
2022
Q4 | $37.6K | Sell |
881
-30
| -3% | -$1.28K | ﹤0.01% | 1732 |
|
|
2022
Q3 | $27K | Buy |
911
+43
| +5% | +$1.27K | ﹤0.01% | 1728 |
|
|
2022
Q2 | $24K | Hold |
868
| – | – | ﹤0.01% | 1585 |
|
|
2022
Q1 | $31K | Buy |
+868
| New | +$31K | ﹤0.01% | 1568 |
|