Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-53,766
| Closed | -$576K | – | 2803 |
|
|
2024
Q3 | $576K | Buy |
53,766
+20,297
| +61% | +$217K | 0.04% | 720 |
|
|
2024
Q2 | $284K | Buy |
+33,469
| New | +$284K | 0.02% | 998 |
|
|
2024
Q1 | – | Sell |
-16,665
| Closed | -$170K | – | 2225 |
|
|
2023
Q4 | $170K | Buy |
+16,665
| New | +$170K | 0.04% | 1012 |
|