Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $275K | Buy |
+1,192
| New | +$275K | 0.1% | 95 |
|
|
2022
Q3 | – | Sell |
-1,039
| Closed | -$222K | – | 111 |
|
|
2022
Q2 | $222K | Sell |
1,039
-360
| -26% | -$76.9K | 0.11% | 101 |
|
|
2022
Q1 | $328K | Buy |
1,399
+3
| +0.2% | +$703 | 0.15% | 86 |
|
|
2021
Q4 | $344K | Buy |
1,396
+2
| +0.1% | +$493 | 0.14% | 94 |
|
|
2021
Q3 | $343K | Buy |
+1,394
| New | +$343K | 0.15% | 90 |
|