Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-284
| Closed | -$166K | – | 546 |
|
|
2024
Q3 | $166K | Hold |
284
| – | – | 0.02% | 219 |
|
|
2024
Q2 | $137K | Hold |
284
| – | – | 0.01% | 305 |
|
|
2024
Q1 | $159K | Buy |
+284
| New | +$159K | 0.01% | 294 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$469 | – | 913 |
|
|
2023
Q2 | $469 | Buy |
+1
| New | +$469 | ﹤0.01% | 873 |
|
|
2021
Q1 | – | Sell |
-56
| Closed | -$25K | – | 723 |
|
|
2020
Q4 | $25K | Buy |
+56
| New | +$25K | ﹤0.01% | 427 |
|