Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Buy |
5,601
+1,539
| +38% | +$50.2K | ﹤0.01% | 308 |
|
|
2025
Q1 | $167K | Buy |
4,062
+2,562
| +171% | +$105K | ﹤0.01% | 326 |
|
|
2024
Q4 | $52K | Buy |
+1,500
| New | +$52K | ﹤0.01% | 373 |
|
|
2024
Q3 | – | Sell |
-1,838
| Closed | -$47.5K | – | 425 |
|
|
2024
Q2 | $47.5K | Hold |
1,838
| – | – | ﹤0.01% | 395 |
|
|
2024
Q1 | $50.3K | Buy |
+1,838
| New | +$50.3K | ﹤0.01% | 403 |
|