Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,718
| Closed | -$215K | – | 1824 |
|
|
2024
Q3 | $215K | Buy |
2,718
+2,406
| +771% | +$190K | 0.05% | 200 |
|
|
2024
Q2 | $23.3K | Buy |
312
+271
| +661% | +$20.3K | 0.01% | 1004 |
|
|
2024
Q1 | $3.21K | Buy |
+41
| New | +$3.21K | ﹤0.01% | 1393 |
|
|
2023
Q3 | – | Sell |
-116
| Closed | -$6.89K | – | 1208 |
|
|
2023
Q2 | $6.89K | Buy |
+116
| New | +$6.89K | ﹤0.01% | 869 |
|