Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $25.9K | Hold |
1,353
| – | – | 0.02% | 177 |
|
|
2024
Q1 | $23.8K | Hold |
1,353
| – | – | 0.02% | 184 |
|
|
2023
Q4 | $22.7K | Sell |
1,353
-3,000
| -69% | -$50.3K | 0.02% | 186 |
|
|
2023
Q3 | $65.4K | Hold |
4,353
| – | – | 0.06% | 147 |
|
|
2023
Q2 | $69.4K | Hold |
4,353
| – | – | 0.06% | 148 |
|
|
2023
Q1 | $83.8K | Buy |
4,353
+3,000
| +222% | +$57.8K | 0.08% | 138 |
|
|
2022
Q4 | $24.9K | Sell |
1,353
-2,095
| -61% | -$38.6K | 0.02% | 180 |
|
|
2022
Q3 | $53K | Sell |
3,448
-2,021
| -37% | -$31.1K | 0.05% | 171 |
|
|
2022
Q2 | $115K | Sell |
5,469
-11,247
| -67% | -$236K | 0.12% | 121 |
|
|
2022
Q1 | $298K | Buy |
16,716
+4,976
| +42% | +$88.7K | 0.27% | 75 |
|
|
2021
Q4 | $218K | Sell |
11,740
-662
| -5% | -$12.3K | 0.19% | 97 |
|
|
2021
Q3 | $253K | Buy |
12,402
+2,774
| +29% | +$56.6K | 0.22% | 86 |
|
|
2021
Q2 | $209K | Buy |
+9,628
| New | +$209K | 0.18% | 94 |
|