Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,209
| Closed | -$97.8K | – | 1891 |
|
|
2025
Q1 | $97.8K | Sell |
8,209
-1,339
| -14% | -$15.9K | ﹤0.01% | 1748 |
|
|
2024
Q4 | $224K | Buy |
+9,548
| New | +$224K | ﹤0.01% | 1711 |
|
|
2024
Q2 | – | Sell |
-2,763
| Closed | -$21.8K | – | 1967 |
|
|
2024
Q1 | $21.8K | Hold |
2,763
| – | – | ﹤0.01% | 1899 |
|
|
2023
Q4 | $32.4K | Buy |
2,763
+198
| +8% | +$2.32K | ﹤0.01% | 1920 |
|
|
2023
Q3 | $22K | Hold |
2,565
| – | – | ﹤0.01% | 1922 |
|
|
2023
Q2 | $45.2K | Buy |
+2,565
| New | +$45.2K | ﹤0.01% | 1905 |
|