Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,341
| Closed | -$238K | – | 3146 |
|
|
2023
Q4 | $238K | Buy |
1,341
+1
| +0.1% | +$177 | ﹤0.01% | 2544 |
|
|
2023
Q3 | $241K | Buy |
1,340
+98
| +8% | +$17.6K | ﹤0.01% | 2357 |
|
|
2023
Q2 | $284K | Sell |
1,242
-434
| -26% | -$99.2K | ﹤0.01% | 2167 |
|
|
2023
Q1 | $324K | Buy |
+1,676
| New | +$324K | ﹤0.01% | 2006 |
|