Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,624
| Closed | -$612K | – | 658 |
|
|
2024
Q3 | $612K | Buy |
+10,624
| New | +$612K | 0.01% | 433 |
|
|
2023
Q3 | – | Sell |
-827
| Closed | -$24.2K | – | 721 |
|
|
2023
Q2 | $24.2K | Hold |
827
| – | – | ﹤0.01% | 699 |
|
|
2023
Q1 | $24.3K | Buy |
+827
| New | +$24.3K | ﹤0.01% | 697 |
|