Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
9,802
+9,762
| +24,405% | +$327K | ﹤0.01% | 1479 |
|
|
2025
Q1 | $1.35K | Hold |
40
| – | – | ﹤0.01% | 1995 |
|
|
2024
Q4 | $1.83K | Buy |
+40
| New | +$1.83K | ﹤0.01% | 1986 |
|
|
2023
Q3 | – | Sell |
-13,817
| Closed | -$873K | – | 2016 |
|
|
2023
Q2 | $873K | Buy |
+13,817
| New | +$873K | ﹤0.01% | 1291 |
|