Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-498
| Closed | -$145K | – | 672 |
|
|
2023
Q4 | $145K | Hold |
498
| – | – | ﹤0.01% | 606 |
|
|
2023
Q3 | $132K | Buy |
498
+74
| +17% | +$19.6K | ﹤0.01% | 621 |
|
|
2023
Q2 | $140K | Buy |
424
+216
| +104% | +$71.2K | ﹤0.01% | 637 |
|
|
2023
Q1 | $50.7K | Buy |
208
+17
| +9% | +$4.14K | ﹤0.01% | 680 |
|
|
2022
Q4 | $51K | Hold |
191
| – | – | ﹤0.01% | 664 |
|
|
2022
Q3 | $47K | Buy |
+191
| New | +$47K | ﹤0.01% | 679 |
|