Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$641 | – | 1793 |
|
|
2025
Q1 | $641 | Sell |
2
-46
| -96% | -$14.7K | ﹤0.01% | 2096 |
|
|
2024
Q4 | $21.6K | Buy |
48
+21
| +78% | +$9.45K | ﹤0.01% | 1884 |
|
|
2024
Q3 | $9.87K | Buy |
+27
| New | +$9.87K | ﹤0.01% | 1927 |
|
|
2023
Q4 | – | Sell |
-68
| Closed | -$20.6K | – | 2006 |
|
|
2023
Q3 | $20.6K | Buy |
+68
| New | +$20.6K | ﹤0.01% | 1928 |
|
|
2022
Q3 | – | Sell |
-1,577
| Closed | -$312K | – | 1847 |
|
|
2022
Q2 | $312K | Sell |
1,577
-591
| -27% | -$117K | ﹤0.01% | 1314 |
|
|
2022
Q1 | $578K | Sell |
2,168
-1,549
| -42% | -$413K | ﹤0.01% | 1276 |
|
|
2021
Q4 | $923K | Sell |
3,717
-2,846
| -43% | -$707K | ﹤0.01% | 1305 |
|
|
2021
Q3 | $1.13M | Buy |
+6,563
| New | +$1.13M | ﹤0.01% | 1258 |
|