Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,418
| Closed | -$222K | – | 878 |
|
|
2024
Q3 | $222K | Sell |
4,418
-393
| -8% | -$19.8K | ﹤0.01% | 862 |
|
|
2024
Q2 | $211K | Buy |
+4,811
| New | +$211K | ﹤0.01% | 900 |
|
|
2022
Q3 | – | Sell |
-61,259
| Closed | -$2.08M | – | 1033 |
|
|
2022
Q2 | $2.08M | Buy |
61,259
+47,159
| +334% | +$1.6M | 0.01% | 783 |
|
|
2022
Q1 | $632K | Buy |
+14,100
| New | +$632K | ﹤0.01% | 1018 |
|