Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $227K | Sell |
1,516
-125
| -8% | -$18.7K | 0.57% | 121 |
|
|
2024
Q2 | $212K | Buy |
+1,641
| New | +$212K | 0.54% | 131 |
|
|
2019
Q3 | – | Sell |
-759
| Closed | -$50K | – | 457 |
|
|
2019
Q2 | $50K | Sell |
759
-56
| -7% | -$3.69K | 0.01% | 375 |
|
|
2019
Q1 | $47K | Buy |
+815
| New | +$47K | 0.01% | 369 |
|