Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $572K | Sell |
7,330
-41
| -0.6% | -$3.2K | 0.18% | 70 |
|
|
2024
Q2 | $526K | Hold |
7,371
| – | – | 0.18% | 70 |
|
|
2024
Q1 | $598K | Hold |
7,371
| – | – | 0.2% | 64 |
|
|
2023
Q4 | $539K | Hold |
7,371
| – | – | 0.2% | 67 |
|
|
2023
Q3 | $487K | Hold |
7,371
| – | – | 0.21% | 68 |
|
|
2023
Q2 | $547K | Hold |
7,371
| – | – | 0.22% | 62 |
|
|
2023
Q1 | $569K | Hold |
7,371
| – | – | 0.25% | 59 |
|
|
2022
Q4 | $564K | Hold |
7,371
| – | – | 0.26% | 58 |
|
|
2022
Q3 | $521K | Hold |
7,371
| – | – | 0.27% | 53 |
|
|
2022
Q2 | $624K | Hold |
7,371
| – | – | 0.31% | 53 |
|
|
2022
Q1 | $602K | Buy |
7,371
+41
| +0.6% | +$3.35K | 0.26% | 59 |
|
|
2021
Q4 | $576K | Buy |
+7,330
| New | +$576K | 0.23% | 63 |
|