Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,428
| Closed | -$2.59M | – | 452 |
|
|
2023
Q3 | $2.59M | Buy |
12,428
+1,965
| +19% | +$409K | 0.06% | 259 |
|
|
2023
Q2 | $2.25M | Buy |
10,463
+8,168
| +356% | +$1.76M | 0.05% | 241 |
|
|
2023
Q1 | $530K | Sell |
2,295
-347
| -13% | -$80.2K | 0.01% | 421 |
|
|
2022
Q4 | $603K | Buy |
+2,642
| New | +$603K | 0.02% | 406 |
|