Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $576K | Buy |
1,167
+140
| +14% | +$69.1K | 0.21% | 91 |
|
|
2024
Q2 | $453K | Sell |
1,027
-48
| -4% | -$21.2K | 0.23% | 82 |
|
|
2024
Q1 | $518K | Buy |
1,075
+18
| +2% | +$8.67K | 0.28% | 69 |
|
|
2023
Q4 | $451K | Sell |
1,057
-23
| -2% | -$9.81K | 0.28% | 66 |
|
|
2023
Q3 | $428K | Sell |
1,080
-217
| -17% | -$85.9K | 0.3% | 68 |
|
|
2023
Q2 | $510K | Sell |
1,297
-272
| -17% | -$107K | 0.36% | 52 |
|
|
2023
Q1 | $570K | Sell |
1,569
-48
| -3% | -$17.4K | 0.4% | 48 |
|
|
2022
Q4 | $562K | Buy |
1,617
+27
| +2% | +$9.39K | 0.45% | 42 |
|
|
2022
Q3 | $452K | Buy |
1,590
+19
| +1% | +$5.4K | 0.43% | 40 |
|
|
2022
Q2 | $496K | Buy |
1,571
+107
| +7% | +$33.8K | 0.48% | 42 |
|
|
2022
Q1 | $523K | Buy |
1,464
+181
| +14% | +$64.7K | 0.47% | 48 |
|
|
2021
Q4 | $461K | Buy |
+1,283
| New | +$461K | 0.44% | 58 |
|