Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Sell |
10,369
-571
| -5% | -$8.69K | ﹤0.01% | 1632 |
|
|
2025
Q1 | $101K | Buy |
10,940
+51
| +0.5% | +$471 | ﹤0.01% | 1747 |
|
|
2024
Q4 | $97.9K | Buy |
+10,889
| New | +$97.9K | ﹤0.01% | 1797 |
|
|
2021
Q3 | – | Sell |
-3,892
| Closed | -$194K | – | 1629 |
|
|
2021
Q2 | $194K | Buy |
+3,892
| New | +$194K | ﹤0.01% | 1383 |
|