Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,045
| Closed | -$109K | – | 2073 |
|
|
2023
Q3 | $109K | Hold |
2,045
| – | – | ﹤0.01% | 1735 |
|
|
2023
Q2 | $112K | Hold |
2,045
| – | – | ﹤0.01% | 1742 |
|
|
2023
Q1 | $92.4K | Buy |
2,045
+247
| +14% | +$11.2K | ﹤0.01% | 1756 |
|
|
2022
Q4 | $104K | Buy |
+1,798
| New | +$104K | ﹤0.01% | 1593 |
|