Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $235K | Buy |
+2,655
| New | +$235K | 0.59% | 112 |
|
|
2024
Q2 | – | Sell |
-2,286
| Closed | -$215K | – | 145 |
|
|
2024
Q1 | $215K | Buy |
2,286
+391
| +21% | +$36.7K | 0.54% | 129 |
|
|
2023
Q4 | $206K | Buy |
+1,895
| New | +$206K | 0.51% | 138 |
|
|
2020
Q2 | – | Sell |
-2,463
| Closed | -$204K | – | 312 |
|
|
2020
Q1 | $204K | Buy |
2,463
+413
| +20% | +$34.2K | 0.05% | 281 |
|
|
2019
Q4 | $208K | Buy |
2,050
+977
| +91% | +$99.1K | 0.04% | 285 |
|
|
2019
Q3 | $101K | Sell |
1,073
-310
| -22% | -$29.2K | 0.02% | 340 |
|
|
2019
Q2 | $116K | Buy |
1,383
+5
| +0.4% | +$419 | 0.02% | 334 |
|
|
2019
Q1 | $116K | Buy |
+1,378
| New | +$116K | 0.02% | 306 |
|