Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.32M | Sell |
7,071
-23
| -0.3% | -$4.29K | 0.47% | 29 |
|
|
2024
Q2 | $1.28M | Sell |
7,094
-154
| -2% | -$27.8K | 0.47% | 28 |
|
|
2024
Q1 | $1.28M | Sell |
7,248
-88
| -1% | -$15.5K | 0.51% | 26 |
|
|
2023
Q4 | $1.18M | Buy |
7,336
+1,915
| +35% | +$309K | 0.47% | 30 |
|
|
2023
Q3 | $696K | Sell |
5,421
-300
| -5% | -$38.5K | 0.32% | 35 |
|
|
2023
Q2 | $746K | Sell |
5,721
-45
| -0.8% | -$5.87K | 0.33% | 31 |
|
|
2023
Q1 | $608K | Sell |
5,766
-8
| -0.1% | -$844 | 0.27% | 36 |
|
|
2022
Q4 | $590K | Buy |
5,774
+516
| +10% | +$52.7K | 0.27% | 42 |
|
|
2022
Q3 | $598K | Buy |
5,258
+1,091
| +26% | +$124K | 0.31% | 39 |
|
|
2022
Q2 | $510K | Buy |
4,167
+927
| +29% | +$113K | 0.24% | 50 |
|
|
2022
Q1 | $468K | Sell |
3,240
-260
| -7% | -$37.6K | 0.21% | 63 |
|
|
2021
Q4 | $567K | Buy |
3,500
+380
| +12% | +$61.6K | 0.24% | 56 |
|
|
2021
Q3 | $535K | Buy |
+3,120
| New | +$535K | 0.23% | 60 |
|