Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,949
| Closed | -$90K | – | 376 |
|
|
2024
Q1 | $90K | Buy |
+1,949
| New | +$90K | 0.01% | 301 |
|
|
2023
Q3 | – | Sell |
-1,389
| Closed | -$59K | – | 401 |
|
|
2023
Q2 | $59K | Sell |
1,389
-2,386
| -63% | -$101K | ﹤0.01% | 345 |
|
|
2023
Q1 | $142K | Buy |
3,775
+2,867
| +316% | +$108K | 0.01% | 269 |
|
|
2022
Q4 | $33K | Buy |
+908
| New | +$33K | ﹤0.01% | 370 |
|
|
2021
Q2 | – | Sell |
-873
| Closed | -$30K | – | 441 |
|
|
2021
Q1 | $30K | Hold |
873
| – | – | ﹤0.01% | 417 |
|
|
2020
Q4 | $34K | Hold |
873
| – | – | ﹤0.01% | 394 |
|
|
2020
Q3 | $32K | Buy |
+873
| New | +$32K | ﹤0.01% | 364 |
|