Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-22,932
| Closed | -$139K | – | 2101 |
|
|
2024
Q2 | $139K | Buy |
22,932
+9,344
| +69% | +$56.7K | ﹤0.01% | 1793 |
|
|
2024
Q1 | $88.1K | Buy |
+13,588
| New | +$88.1K | ﹤0.01% | 1936 |
|
|
2023
Q2 | – | Hold |
0
| – | -$55.3K | – | 2209 |
|
|
2023
Q1 | – | Sell |
-40,894
| Closed | -$99.4K | – | 1976 |
|
|
2022
Q4 | $99.4K | Buy |
40,894
+26,794
| +190% | +$65.1K | ﹤0.01% | 1901 |
|
|
2022
Q3 | $38K | Buy |
+14,100
| New | +$38K | ﹤0.01% | 1869 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1910 |
|