Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,899
| Closed | -$347K | – | 1163 |
|
|
2023
Q4 | $347K | Sell |
14,899
-12,734
| -46% | -$296K | ﹤0.01% | 774 |
|
|
2023
Q3 | $545K | Hold |
27,633
| – | – | ﹤0.01% | 708 |
|
|
2023
Q2 | $626K | Hold |
27,633
| – | – | ﹤0.01% | 731 |
|
|
2023
Q1 | $543K | Buy |
+27,633
| New | +$543K | ﹤0.01% | 736 |
|