Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-688
| Closed | -$241K | – | 65 |
|
|
2025
Q1 | $241K | Buy |
688
+40
| +6% | +$14K | 0.1% | 51 |
|
|
2024
Q4 | $205K | Buy |
+648
| New | +$205K | 0.09% | 55 |
|
|
2023
Q3 | – | Sell |
-461
| Closed | -$112K | – | 543 |
|
|
2023
Q2 | $112K | Buy |
461
+4
| +0.9% | +$973 | 0.06% | 56 |
|
|
2023
Q1 | $106K | Buy |
+457
| New | +$106K | 0.07% | 56 |
|