Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,833
| Closed | -$208K | – | 1098 |
|
|
2023
Q4 | $208K | Hold |
5,833
| – | – | ﹤0.01% | 835 |
|
|
2023
Q3 | $189K | Hold |
5,833
| – | – | ﹤0.01% | 839 |
|
|
2023
Q2 | $229K | Hold |
5,833
| – | – | ﹤0.01% | 844 |
|
|
2023
Q1 | $248K | Sell |
5,833
-5,413
| -48% | -$230K | ﹤0.01% | 835 |
|
|
2022
Q4 | $499K | Buy |
+11,246
| New | +$499K | ﹤0.01% | 773 |
|