Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,493
| Closed | -$31.7K | – | 3168 |
|
|
2024
Q1 | $31.7K | Sell |
11,493
-22,899
| -67% | -$63.2K | ﹤0.01% | 3065 |
|
|
2023
Q4 | $122K | Sell |
34,392
-7,741
| -18% | -$27.4K | ﹤0.01% | 2814 |
|
|
2023
Q3 | $198K | Buy |
42,133
+720
| +2% | +$3.39K | ﹤0.01% | 2510 |
|
|
2023
Q2 | $229K | Sell |
41,413
-12,285
| -23% | -$67.9K | ﹤0.01% | 2351 |
|
|
2023
Q1 | $245K | Sell |
53,698
-25,716
| -32% | -$117K | ﹤0.01% | 2233 |
|
|
2022
Q4 | $259K | Buy |
79,414
+57,460
| +262% | +$187K | ﹤0.01% | 2151 |
|
|
2022
Q3 | $103K | Buy |
+21,954
| New | +$103K | ﹤0.01% | 2196 |
|