Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25,615
| Closed | -$1.47M | – | 922 |
|
|
2024
Q1 | $1.47M | Sell |
25,615
-18,606
| -42% | -$1.07M | ﹤0.01% | 624 |
|
|
2023
Q4 | $1.79M | Sell |
44,221
-16,738
| -27% | -$676K | 0.01% | 606 |
|
|
2023
Q3 | $1.76M | Sell |
60,959
-47,264
| -44% | -$1.36M | 0.01% | 631 |
|
|
2023
Q2 | $3.39M | Buy |
+108,223
| New | +$3.39M | 0.01% | 563 |
|