Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-32,258
| Closed | -$443K | – | 762 |
|
|
2024
Q1 | $443K | Sell |
32,258
-13,208
| -29% | -$181K | 0.01% | 488 |
|
|
2023
Q4 | $651K | Buy |
+45,466
| New | +$651K | 0.02% | 397 |
|
|
2023
Q3 | – | Sell |
-22,358
| Closed | -$306K | – | 737 |
|
|
2023
Q2 | $306K | Buy |
+22,358
| New | +$306K | 0.01% | 507 |
|
|
2019
Q3 | – | Sell |
-17,150
| Closed | -$262K | – | 556 |
|
|
2019
Q2 | $262K | Buy |
+17,150
| New | +$262K | 0.02% | 449 |
|