Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $621K | Buy |
2,257
+58
| +3% | +$15.9K | 0.23% | 87 |
|
|
2024
Q2 | $577K | Sell |
2,199
-6
| -0.3% | -$1.58K | 0.29% | 67 |
|
|
2024
Q1 | $615K | Buy |
2,205
+195
| +10% | +$54.4K | 0.34% | 60 |
|
|
2023
Q4 | $523K | Buy |
2,010
+184
| +10% | +$47.9K | 0.32% | 56 |
|
|
2023
Q3 | $420K | Sell |
1,826
-455
| -20% | -$105K | 0.3% | 70 |
|
|
2023
Q2 | $542K | Sell |
2,281
-713
| -24% | -$169K | 0.38% | 48 |
|
|
2023
Q1 | $675K | Sell |
2,994
-20
| -0.7% | -$4.51K | 0.47% | 39 |
|
|
2022
Q4 | $626K | Buy |
3,014
+98
| +3% | +$20.4K | 0.5% | 36 |
|
|
2022
Q3 | $518K | Buy |
2,916
+19
| +0.7% | +$3.38K | 0.49% | 36 |
|
|
2022
Q2 | $570K | Buy |
2,897
+54
| +2% | +$10.6K | 0.56% | 35 |
|
|
2022
Q1 | $630K | Buy |
2,843
+349
| +14% | +$77.4K | 0.57% | 40 |
|
|
2021
Q4 | $540K | Buy |
+2,494
| New | +$540K | 0.52% | 50 |
|