Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $807K | Buy |
35,427
+1,000
| +3% | +$22.8K | 0.09% | 96 |
|
|
2024
Q3 | $757K | Sell |
34,427
-875
| -2% | -$19.3K | 0.08% | 105 |
|
|
2024
Q2 | $675K | Sell |
35,302
-179
| -0.5% | -$3.42K | 0.08% | 117 |
|
|
2024
Q1 | $624K | Sell |
35,481
-302
| -0.8% | -$5.32K | 0.07% | 125 |
|
|
2023
Q4 | $600K | Buy |
+35,783
| New | +$600K | 0.07% | 120 |
|