Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,577
| Closed | -$316K | – | 461 |
|
|
2024
Q3 | $316K | Buy |
3,577
+498
| +16% | +$44K | 0.08% | 268 |
|
|
2024
Q2 | $232K | Buy |
+3,079
| New | +$232K | 0.08% | 269 |
|
|
2023
Q4 | – | Sell |
-24,489
| Closed | -$2.34M | – | 284 |
|
|
2023
Q3 | $2.34M | Buy |
+24,489
| New | +$2.34M | 0.78% | 45 |
|