Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-32,966
| Closed | -$3.46M | – | 1118 |
|
|
2024
Q2 | $3.46M | Hold |
32,966
| – | – | 0.01% | 635 |
|
|
2024
Q1 | $3.37M | Buy |
+32,966
| New | +$3.37M | 0.01% | 656 |
|
|
2023
Q1 | – | Sell |
-14,100
| Closed | -$826K | – | 1147 |
|
|
2022
Q4 | $826K | Buy |
+14,100
| New | +$826K | ﹤0.01% | 918 |
|
|
2021
Q2 | – | Sell |
-41,300
| Closed | -$1.59M | – | 1277 |
|
|
2021
Q1 | $1.59M | Buy |
+41,300
| New | +$1.59M | ﹤0.01% | 884 |
|