Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,377
| Closed | -$247K | – | 1135 |
|
|
2024
Q2 | $247K | Buy |
6,377
+1,768
| +38% | +$68.4K | ﹤0.01% | 1008 |
|
|
2024
Q1 | $211K | Buy |
+4,609
| New | +$211K | ﹤0.01% | 1023 |
|
|
2017
Q1 | – | Sell |
-17,600
| Closed | -$836K | – | 1317 |
|
|
2016
Q4 | $836K | Buy |
+17,600
| New | +$836K | ﹤0.01% | 940 |
|