Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,408
| Closed | -$709K | – | 1088 |
|
|
2024
Q1 | $709K | Hold |
6,408
| – | – | ﹤0.01% | 896 |
|
|
2023
Q4 | $555K | Buy |
+6,408
| New | +$555K | ﹤0.01% | 926 |
|
|
2023
Q3 | – | Sell |
-10,800
| Closed | -$719K | – | 1094 |
|
|
2023
Q2 | $719K | Hold |
10,800
| – | – | ﹤0.01% | 894 |
|
|
2023
Q1 | $638K | Buy |
+10,800
| New | +$638K | ﹤0.01% | 935 |
|