Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,200
| Closed | -$284K | – | 762 |
|
|
2024
Q3 | $284K | Hold |
1,200
| – | – | 0.01% | 601 |
|
|
2024
Q2 | $294K | Buy |
+1,200
| New | +$294K | 0.01% | 558 |
|
|
2023
Q4 | – | Sell |
-1,700
| Closed | -$283K | – | 748 |
|
|
2023
Q3 | $283K | Sell |
1,700
-500
| -23% | -$83.3K | 0.01% | 557 |
|
|
2023
Q2 | $286K | Buy |
+2,200
| New | +$286K | 0.01% | 520 |
|