Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-63
| Closed | -$14.7K | – | 423 |
|
|
2025
Q1 | $14.7K | Hold |
63
| – | – | ﹤0.01% | 384 |
|
|
2024
Q4 | $14.4K | Sell |
63
-137
| -69% | -$31.4K | ﹤0.01% | 399 |
|
|
2024
Q3 | $44.7K | Sell |
200
-720
| -78% | -$161K | ﹤0.01% | 348 |
|
|
2024
Q2 | $187K | Buy |
+920
| New | +$187K | 0.01% | 331 |
|