Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.81M | Sell |
15,220
-506
| -3% | -$160K | 0.54% | 49 |
|
|
2024
Q3 | $4.32M | Sell |
15,726
-556
| -3% | -$153K | 0.47% | 54 |
|
|
2024
Q2 | $4.27M | Sell |
16,282
-576
| -3% | -$151K | 0.49% | 51 |
|
|
2024
Q1 | $4.7M | Sell |
16,858
-394
| -2% | -$110K | 0.54% | 53 |
|
|
2023
Q4 | $4.49M | Buy |
+17,252
| New | +$4.49M | 0.53% | 52 |
|