Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,995
| Closed | -$258K | – | 644 |
|
|
2023
Q4 | $258K | Hold |
2,995
| – | – | ﹤0.01% | 569 |
|
|
2023
Q3 | $237K | Buy |
2,995
+120
| +4% | +$9.51K | ﹤0.01% | 588 |
|
|
2023
Q2 | $241K | Buy |
2,875
+1,616
| +128% | +$135K | ﹤0.01% | 575 |
|
|
2023
Q1 | $108K | Buy |
1,259
+577
| +85% | +$49.3K | ﹤0.01% | 593 |
|
|
2022
Q4 | $48.1K | Hold |
682
| – | – | ﹤0.01% | 668 |
|
|
2022
Q3 | $44K | Buy |
+682
| New | +$44K | ﹤0.01% | 684 |
|