Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-69,853
| Closed | -$1.37M | – | 390 |
|
|
2023
Q4 | $1.37M | Buy |
69,853
+39,829
| +133% | +$782K | 0.03% | 298 |
|
|
2023
Q3 | $377K | Sell |
30,024
-2,818
| -9% | -$35.4K | 0.01% | 454 |
|
|
2023
Q2 | $587K | Hold |
32,842
| – | – | 0.01% | 371 |
|
|
2023
Q1 | $662K | Sell |
32,842
-14,789
| -31% | -$298K | 0.02% | 403 |
|
|
2022
Q4 | $1.14M | Buy |
+47,631
| New | +$1.14M | 0.03% | 330 |
|