Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $209K | Buy |
+1,530
| New | +$209K | 0.07% | 112 |
|
|
2022
Q3 | – | Sell |
-1,890
| Closed | -$204K | – | 107 |
|
|
2022
Q2 | $204K | Buy |
1,890
+63
| +3% | +$6.82K | 0.1% | 105 |
|
|
2022
Q1 | $227K | Buy |
1,827
+15
| +0.8% | +$1.87K | 0.1% | 102 |
|
|
2021
Q4 | $269K | Buy |
+1,812
| New | +$269K | 0.11% | 93 |
|