Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-7,500
| Closed | -$661K | – | 1057 |
|
2024
Q1 | $661K | Hold |
7,500
| – | – | ﹤0.01% | 904 |
|
2023
Q4 | $554K | Hold |
7,500
| – | – | ﹤0.01% | 928 |
|
2023
Q3 | $427K | Hold |
7,500
| – | – | ﹤0.01% | 958 |
|
2023
Q2 | $474K | Buy |
+7,500
| New | +$474K | ﹤0.01% | 952 |
|