Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,248
| Closed | -$55.8K | – | 2040 |
|
|
2025
Q1 | $55.8K | Hold |
2,248
| – | – | ﹤0.01% | 1804 |
|
|
2024
Q4 | $63.9K | Sell |
2,248
-1,359
| -38% | -$38.6K | ﹤0.01% | 1827 |
|
|
2024
Q3 | $77K | Hold |
3,607
| – | – | ﹤0.01% | 1800 |
|
|
2024
Q2 | $74K | Buy |
3,607
+2,603
| +259% | +$53.4K | ﹤0.01% | 1743 |
|
|
2024
Q1 | $22.7K | Sell |
1,004
-828
| -45% | -$18.7K | ﹤0.01% | 1897 |
|
|
2023
Q4 | $42.1K | Buy |
+1,832
| New | +$42.1K | ﹤0.01% | 1903 |
|
|
2022
Q4 | – | Sell |
-3,668
| Closed | -$95K | – | 1952 |
|
|
2022
Q3 | $95K | Buy |
+3,668
| New | +$95K | ﹤0.01% | 1562 |
|