Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,293
| Closed | -$218K | – | 390 |
|
|
2024
Q3 | $218K | Sell |
3,293
-252
| -7% | -$16.7K | 0.02% | 318 |
|
|
2024
Q2 | $202K | Buy |
+3,545
| New | +$202K | 0.02% | 326 |
|
|
2024
Q1 | – | Sell |
-3,132
| Closed | -$214K | – | 333 |
|
|
2023
Q4 | $214K | Buy |
+3,132
| New | +$214K | 0.02% | 307 |
|