Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,724
| Closed | -$212K | – | 174 |
|
|
2024
Q3 | $212K | Buy |
+4,724
| New | +$212K | 0.03% | 158 |
|
|
2022
Q3 | – | Sell |
-4,585
| Closed | -$233K | – | 160 |
|
|
2022
Q2 | $233K | Buy |
4,585
+32
| +0.7% | +$1.62K | 0.06% | 137 |
|
|
2022
Q1 | $232K | Buy |
+4,553
| New | +$232K | 0.05% | 147 |
|