Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,426
| Closed | -$643K | – | 927 |
|
|
2024
Q2 | $643K | Buy |
+3,426
| New | +$643K | ﹤0.01% | 713 |
|
|
2021
Q2 | – | Sell |
-7,946
| Closed | -$1.19M | – | 938 |
|
|
2021
Q1 | $1.19M | Buy |
+7,946
| New | +$1.19M | 0.01% | 861 |
|
|
2020
Q2 | – | Sell |
-37,406
| Closed | -$3.79M | – | 955 |
|
|
2020
Q1 | $3.79M | Buy |
37,406
+22,173
| +146% | +$2.24M | 0.03% | 499 |
|
|
2019
Q4 | $1.93M | Buy |
+15,233
| New | +$1.93M | 0.01% | 755 |
|