Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-137
| Closed | -$2.16K | – | 2073 |
|
|
2025
Q1 | $2.16K | Buy |
137
+40
| +41% | +$631 | ﹤0.01% | 1951 |
|
|
2024
Q4 | $2.44K | Buy |
+97
| New | +$2.44K | ﹤0.01% | 1973 |
|
|
2023
Q2 | – | Sell |
-2,045
| Closed | -$37.6K | – | 2115 |
|
|
2023
Q1 | $37.6K | Sell |
2,045
-12,370
| -86% | -$227K | ﹤0.01% | 1911 |
|
|
2022
Q4 | $238K | Buy |
+14,415
| New | +$238K | ﹤0.01% | 1490 |
|