Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,888
| Closed | -$218K | – | 723 |
|
|
2024
Q1 | $218K | Buy |
6,888
+604
| +10% | +$19.2K | 0.01% | 671 |
|
|
2023
Q4 | $214K | Buy |
+6,284
| New | +$214K | 0.02% | 631 |
|
|
2014
Q2 | – | Sell |
-7,790
| Closed | -$390K | – | 452 |
|
|
2014
Q1 | $390K | Sell |
7,790
-181
| -2% | -$9.06K | 0.04% | 300 |
|
|
2013
Q4 | $387K | Sell |
7,971
-2,240
| -22% | -$109K | 0.04% | 320 |
|
|
2013
Q3 | $470K | Buy |
+10,211
| New | +$470K | 0.06% | 249 |
|