Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $173K | Sell |
16,405
-241
| -1% | -$2.55K | 0.04% | 174 |
|
|
2024
Q2 | $209K | Buy |
16,646
+542
| +3% | +$6.8K | 0.06% | 155 |
|
|
2024
Q1 | $214K | Sell |
16,104
-198
| -1% | -$2.63K | 0.06% | 152 |
|
|
2023
Q4 | $199K | Buy |
16,302
+584
| +4% | +$7.12K | 0.06% | 155 |
|
|
2023
Q3 | $195K | Buy |
15,718
+249
| +2% | +$3.09K | 0.07% | 143 |
|
|
2023
Q2 | $234K | Buy |
15,469
+1,272
| +9% | +$19.2K | 0.08% | 140 |
|
|
2023
Q1 | $179K | Buy |
14,197
+895
| +7% | +$11.3K | 0.07% | 156 |
|
|
2022
Q4 | $155K | Buy |
+13,302
| New | +$155K | 0.06% | 162 |
|