Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-320
| Closed | -$216K | – | 42 |
|
|
2024
Q2 | $216K | Buy |
+320
| New | +$216K | 0.53% | 57 |
|
|
2022
Q2 | – | Sell |
-236
| Closed | -$88K | – | 1207 |
|
|
2022
Q1 | $88K | Sell |
236
-281
| -54% | -$105K | 0.02% | 372 |
|
|
2021
Q4 | $311K | Buy |
+517
| New | +$311K | 0.06% | 197 |
|