Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-532
| Closed | -$79.9K | – | 1095 |
|
|
2023
Q4 | $79.9K | Sell |
532
-694
| -57% | -$104K | ﹤0.01% | 949 |
|
|
2023
Q3 | $186K | Hold |
1,226
| – | – | ﹤0.01% | 843 |
|
|
2023
Q2 | $202K | Buy |
+1,226
| New | +$202K | ﹤0.01% | 858 |
|
|
2021
Q3 | – | Sell |
-28,264
| Closed | -$2.68M | – | 1041 |
|
|
2021
Q2 | $2.68M | Sell |
28,264
-614
| -2% | -$58.2K | ﹤0.01% | 555 |
|
|
2021
Q1 | $2.69M | Buy |
+28,878
| New | +$2.69M | 0.01% | 529 |
|