Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.09M | Buy |
2,680
+32
| +1% | +$13K | 0.4% | 50 |
|
|
2024
Q2 | $912K | Buy |
2,648
+53
| +2% | +$18.2K | 0.46% | 41 |
|
|
2024
Q1 | $995K | Buy |
2,595
+70
| +3% | +$26.9K | 0.54% | 34 |
|
|
2023
Q4 | $875K | Buy |
2,525
+170
| +7% | +$58.9K | 0.54% | 34 |
|
|
2023
Q3 | $712K | Sell |
2,355
-185
| -7% | -$55.9K | 0.51% | 39 |
|
|
2023
Q2 | $789K | Sell |
2,540
-8
| -0.3% | -$2.49K | 0.56% | 33 |
|
|
2023
Q1 | $752K | Buy |
2,548
+195
| +8% | +$57.5K | 0.53% | 35 |
|
|
2022
Q4 | $743K | Buy |
2,353
+18
| +0.8% | +$5.69K | 0.6% | 32 |
|
|
2022
Q3 | $644K | Buy |
2,335
+397
| +20% | +$110K | 0.61% | 32 |
|
|
2022
Q2 | $532K | Buy |
1,938
+245
| +14% | +$67.2K | 0.52% | 38 |
|
|
2022
Q1 | $507K | Buy |
1,693
+236
| +16% | +$70.6K | 0.46% | 49 |
|
|
2021
Q4 | $605K | Buy |
+1,457
| New | +$605K | 0.58% | 46 |
|