Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-132,932
| Closed | -$1.74M | – | 1120 |
|
|
2024
Q3 | $1.74M | Hold |
132,932
| – | – | 0.01% | 782 |
|
|
2024
Q2 | $2.02M | Hold |
132,932
| – | – | 0.01% | 749 |
|
|
2024
Q1 | $1.74M | Hold |
132,932
| – | – | 0.01% | 777 |
|
|
2023
Q4 | $1.76M | Buy |
132,932
+2,332
| +2% | +$30.9K | 0.01% | 765 |
|
|
2023
Q3 | $1.68M | Buy |
+130,600
| New | +$1.68M | 0.01% | 741 |
|