Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Hold |
1,700
| – | – | ﹤0.01% | 318 |
|
|
2025
Q1 | $160K | Sell |
1,700
-540
| -24% | -$50.8K | ﹤0.01% | 330 |
|
|
2024
Q4 | $190K | Hold |
2,240
| – | – | ﹤0.01% | 331 |
|
|
2024
Q3 | $224K | Hold |
2,240
| – | – | 0.01% | 294 |
|
|
2024
Q2 | $200K | Hold |
2,240
| – | – | 0.01% | 327 |
|
|
2024
Q1 | $186K | Buy |
+2,240
| New | +$186K | 0.01% | 326 |
|