Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $120K | Sell |
11,324
-6,853
| -38% | -$72.4K | 0.04% | 180 |
|
|
2024
Q2 | $228K | Sell |
18,177
-419
| -2% | -$5.25K | 0.11% | 143 |
|
|
2024
Q1 | $247K | Buy |
18,596
+1,241
| +7% | +$16.5K | 0.13% | 134 |
|
|
2023
Q4 | $212K | Sell |
17,355
-1,631
| -9% | -$19.9K | 0.13% | 142 |
|
|
2023
Q3 | $236K | Buy |
18,986
+3,454
| +22% | +$42.9K | 0.17% | 127 |
|
|
2023
Q2 | $235K | Buy |
15,532
+1,048
| +7% | +$15.9K | 0.17% | 133 |
|
|
2023
Q1 | $183K | Buy |
+14,484
| New | +$183K | 0.13% | 155 |
|