Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-36,248
| Closed | -$776K | – | 942 |
|
|
2024
Q1 | $776K | Sell |
36,248
-239
| -0.7% | -$5.12K | ﹤0.01% | 703 |
|
|
2023
Q4 | $551K | Sell |
36,487
-422
| -1% | -$6.37K | ﹤0.01% | 864 |
|
|
2023
Q3 | $802K | Buy |
36,909
+274
| +0.7% | +$5.95K | ﹤0.01% | 719 |
|
|
2023
Q2 | $849K | Buy |
+36,635
| New | +$849K | ﹤0.01% | 836 |
|