Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,600
| Closed | -$572K | – | 1108 |
|
|
2023
Q4 | $572K | Sell |
8,600
-49,800
| -85% | -$3.31M | ﹤0.01% | 924 |
|
|
2023
Q3 | $3.97M | Sell |
58,400
-2,800
| -5% | -$190K | 0.01% | 577 |
|
|
2023
Q2 | $4.18M | Buy |
61,200
+24,800
| +68% | +$1.69M | 0.01% | 595 |
|
|
2023
Q1 | $2.42M | Buy |
+36,400
| New | +$2.42M | 0.01% | 728 |
|