Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-22,954
| Closed | -$153K | – | 886 |
|
2024
Q2 | $153K | Hold |
22,954
| – | – | ﹤0.01% | 911 |
|
2024
Q1 | $234K | Hold |
22,954
| – | – | ﹤0.01% | 938 |
|
2023
Q4 | $258K | Hold |
22,954
| – | – | ﹤0.01% | 930 |
|
2023
Q3 | $59.7K | Hold |
22,954
| – | – | ﹤0.01% | 960 |
|
2023
Q2 | $81K | Buy |
+22,954
| New | +$81K | ﹤0.01% | 960 |
|