Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
2,634
+2,624
| +26,240% | +$444K | ﹤0.01% | 1406 |
|
|
2025
Q1 | $1.12K | Buy |
+10
| New | +$1.12K | ﹤0.01% | 2014 |
|
|
2024
Q1 | – | Sell |
-9,216
| Closed | -$660K | – | 2036 |
|
|
2023
Q4 | $660K | Sell |
9,216
-98
| -1% | -$7.02K | ﹤0.01% | 1389 |
|
|
2023
Q3 | $594K | Buy |
+9,314
| New | +$594K | ﹤0.01% | 1386 |
|