Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $413K | Buy |
2,745
+1
| +0% | +$150 | 0.15% | 73 |
|
|
2024
Q2 | $426K | Buy |
2,744
+1
| +0% | +$155 | 0.16% | 67 |
|
|
2024
Q1 | $449K | Hold |
2,743
| – | – | 0.18% | 61 |
|
|
2023
Q4 | $409K | Buy |
2,743
+1
| +0% | +$149 | 0.16% | 60 |
|
|
2023
Q3 | $464K | Buy |
2,742
+8
| +0.3% | +$1.35K | 0.22% | 42 |
|
|
2023
Q2 | $430K | Hold |
2,734
| – | – | 0.19% | 52 |
|
|
2023
Q1 | $461K | Buy |
2,734
+1
| +0% | +$169 | 0.21% | 47 |
|
|
2022
Q4 | $464K | Sell |
2,733
-21
| -0.8% | -$3.56K | 0.21% | 52 |
|
|
2022
Q3 | $433K | Hold |
2,754
| – | – | 0.22% | 49 |
|
|
2022
Q2 | $397K | Sell |
2,754
-21
| -0.8% | -$3.03K | 0.19% | 60 |
|
|
2022
Q1 | $447K | Sell |
2,775
-43
| -2% | -$6.93K | 0.2% | 65 |
|
|
2021
Q4 | $363K | Buy |
2,818
+95
| +3% | +$12.2K | 0.15% | 87 |
|
|
2021
Q3 | $316K | Buy |
+2,723
| New | +$316K | 0.14% | 99 |
|