Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-57,069
| Closed | -$4.7M | – | 333 |
|
|
2024
Q2 | $4.7M | Buy |
+57,069
| New | +$4.7M | 0.74% | 45 |
|
|
2023
Q2 | – | Sell |
-550
| Closed | -$61K | – | 375 |
|
|
2023
Q1 | $61K | Sell |
550
-294
| -35% | -$32.6K | ﹤0.01% | 336 |
|
|
2022
Q4 | $102K | Buy |
+844
| New | +$102K | 0.01% | 298 |
|