Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,479
| Closed | -$306K | – | 31 |
|
|
2024
Q1 | $306K | Buy |
+1,479
| New | +$306K | 0.05% | 27 |
|
|
2023
Q1 | – | Sell |
-122
| Closed | -$15.8K | – | 53 |
|
|
2022
Q4 | $15.8K | Sell |
122
-2,662
| -96% | -$345K | ﹤0.01% | 40 |
|
|
2022
Q3 | $324K | Buy |
+2,784
| New | +$324K | 0.03% | 60 |
|