Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,307
| Closed | -$56.9K | – | 148 |
|
|
2024
Q1 | $56.9K | Hold |
1,307
| – | – | 0.01% | 131 |
|
|
2023
Q4 | $65.1K | Sell |
1,307
-80
| -6% | -$3.99K | 0.01% | 119 |
|
|
2023
Q3 | $58.4K | Sell |
1,387
-335
| -19% | -$14.1K | 0.01% | 123 |
|
|
2023
Q2 | $81.4K | Sell |
1,722
-711
| -29% | -$33.6K | 0.01% | 137 |
|
|
2023
Q1 | $105K | Buy |
+2,433
| New | +$105K | 0.02% | 150 |
|