Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,821
| Closed | -$208K | – | 164 |
|
|
2024
Q1 | $208K | Sell |
11,821
-94
| -0.8% | -$1.65K | 0.06% | 154 |
|
|
2023
Q4 | $200K | Buy |
11,915
+1,700
| +17% | +$28.5K | 0.06% | 154 |
|
|
2023
Q3 | $153K | Sell |
10,215
-550
| -5% | -$8.26K | 0.06% | 144 |
|
|
2023
Q2 | $172K | Buy |
+10,765
| New | +$172K | 0.06% | 157 |
|