Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-28,595
| Closed | -$359K | – | 131 |
|
|
2024
Q2 | $359K | Buy |
+28,595
| New | +$359K | 0.19% | 88 |
|
|
2022
Q4 | – | Sell |
-8,324
| Closed | -$93K | – | 189 |
|
|
2022
Q3 | $93K | Buy |
+8,324
| New | +$93K | 0.06% | 147 |
|
|
2021
Q2 | – | Sell |
-6,900
| Closed | -$86K | – | 199 |
|
|
2021
Q1 | $86K | Buy |
6,900
+400
| +6% | +$4.99K | 0.05% | 164 |
|
|
2020
Q4 | $63K | Buy |
+6,500
| New | +$63K | 0.05% | 176 |
|