Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $620K | Buy |
7,674
+292
| +4% | +$23.6K | 0.23% | 88 |
|
|
2024
Q2 | $500K | Buy |
7,382
+1,071
| +17% | +$72.5K | 0.25% | 75 |
|
|
2024
Q1 | $380K | Sell |
6,311
-925
| -13% | -$55.7K | 0.21% | 89 |
|
|
2023
Q4 | $380K | Buy |
7,236
+513
| +8% | +$27K | 0.24% | 92 |
|
|
2023
Q3 | $358K | Sell |
6,723
-180
| -3% | -$9.6K | 0.25% | 85 |
|
|
2023
Q2 | $362K | Sell |
6,903
-102
| -1% | -$5.35K | 0.26% | 86 |
|
|
2023
Q1 | $344K | Buy |
7,005
+162
| +2% | +$7.97K | 0.24% | 97 |
|
|
2022
Q4 | $323K | Buy |
6,843
+105
| +2% | +$4.96K | 0.26% | 94 |
|
|
2022
Q3 | $291K | Sell |
6,738
-48
| -0.7% | -$2.08K | 0.27% | 77 |
|
|
2022
Q2 | $275K | Sell |
6,786
-252
| -4% | -$10.2K | 0.27% | 83 |
|
|
2022
Q1 | $349K | Buy |
7,038
+795
| +13% | +$39.5K | 0.32% | 78 |
|
|
2021
Q4 | $301K | Buy |
+6,243
| New | +$301K | 0.29% | 97 |
|