Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6K | Hold |
98
| – | – | ﹤0.01% | 1819 |
|
|
2025
Q1 | $14.1K | Sell |
98
-364
| -79% | -$52.3K | ﹤0.01% | 1758 |
|
|
2024
Q4 | $72.5K | Sell |
462
-3,310
| -88% | -$519K | 0.01% | 1198 |
|
|
2024
Q3 | $550K | Buy |
+3,772
| New | +$550K | 0.05% | 618 |
|
|
2024
Q2 | – | Sell |
-11
| Closed | -$1.32K | – | 1826 |
|
|
2024
Q1 | $1.32K | Buy |
+11
| New | +$1.32K | ﹤0.01% | 1221 |
|