Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-608
| Closed | -$25.7K | – | 2133 |
|
|
2025
Q1 | $25.7K | Buy |
608
+14
| +2% | +$593 | ﹤0.01% | 1846 |
|
|
2024
Q4 | $38.7K | Hold |
594
| – | – | ﹤0.01% | 1858 |
|
|
2024
Q3 | $34.9K | Buy |
+594
| New | +$34.9K | ﹤0.01% | 1871 |
|
|
2024
Q2 | – | Sell |
-25,808
| Closed | -$1.11M | – | 2033 |
|
|
2024
Q1 | $1.11M | Sell |
25,808
-4,479
| -15% | -$192K | ﹤0.01% | 1262 |
|
|
2023
Q4 | $1.19M | Buy |
+30,287
| New | +$1.19M | ﹤0.01% | 1296 |
|