Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-634
| Closed | -$83.2K | – | 1666 |
|
|
2025
Q1 | $83.2K | Sell |
634
-225
| -26% | -$29.5K | ﹤0.01% | 1767 |
|
|
2024
Q4 | $118K | Buy |
859
+68
| +9% | +$9.34K | ﹤0.01% | 1774 |
|
|
2024
Q3 | $80.2K | Sell |
791
-184
| -19% | -$18.7K | ﹤0.01% | 1796 |
|
|
2024
Q2 | $71.4K | Sell |
975
-107
| -10% | -$7.83K | ﹤0.01% | 1748 |
|
|
2024
Q1 | $54.6K | Sell |
1,082
-513
| -32% | -$25.9K | ﹤0.01% | 1833 |
|
|
2023
Q4 | $74.7K | Buy |
1,595
+978
| +159% | +$45.8K | ﹤0.01% | 1828 |
|
|
2023
Q3 | $28.1K | Sell |
617
-205
| -25% | -$9.33K | ﹤0.01% | 1903 |
|
|
2023
Q2 | $32.4K | Buy |
+822
| New | +$32.4K | ﹤0.01% | 1931 |
|