Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-38,000
| Closed | -$713K | – | 1060 |
|
|
2024
Q3 | $713K | Buy |
+38,000
| New | +$713K | ﹤0.01% | 568 |
|
|
2022
Q4 | – | Sell |
-13,854
| Closed | -$385K | – | 1069 |
|
|
2022
Q3 | $385K | Hold |
13,854
| – | – | ﹤0.01% | 880 |
|
|
2022
Q2 | $360K | Buy |
+13,854
| New | +$360K | ﹤0.01% | 926 |
|