Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Buy |
+13,467
| New | +$416K | ﹤0.01% | 1423 |
|
|
2023
Q4 | – | Sell |
-2,794
| Closed | -$70.4K | – | 2075 |
|
|
2023
Q3 | $70.4K | Hold |
2,794
| – | – | ﹤0.01% | 1814 |
|
|
2023
Q2 | $75.9K | Hold |
2,794
| – | – | ﹤0.01% | 1826 |
|
|
2023
Q1 | $83.2K | Buy |
+2,794
| New | +$83.2K | ﹤0.01% | 1793 |
|