Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-168
| Closed | -$3.55K | – | 1869 |
|
|
2025
Q1 | $3.55K | Sell |
168
-161,613
| -100% | -$3.41M | ﹤0.01% | 1927 |
|
|
2024
Q4 | $5.33M | Buy |
+161,781
| New | +$5.33M | ﹤0.01% | 970 |
|
|
2023
Q2 | – | Sell |
-26,199
| Closed | -$578K | – | 2060 |
|
|
2023
Q1 | $578K | Buy |
26,199
+904
| +4% | +$20K | ﹤0.01% | 1346 |
|
|
2022
Q4 | $482K | Buy |
25,295
+25,142
| +16,433% | +$479K | ﹤0.01% | 1405 |
|
|
2022
Q3 | $4K | Buy |
+153
| New | +$4K | ﹤0.01% | 1801 |
|