Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Sell |
24,995
-4,540
| -15% | -$82.4K | ﹤0.01% | 819 |
|
|
2025
Q1 | $593K | Buy |
29,535
+923
| +3% | +$18.5K | ﹤0.01% | 721 |
|
|
2024
Q4 | $603K | Buy |
28,612
+19,812
| +225% | +$418K | ﹤0.01% | 695 |
|
|
2024
Q3 | $214K | Sell |
8,800
-1,477
| -14% | -$35.9K | ﹤0.01% | 874 |
|
|
2024
Q2 | $225K | Buy |
+10,277
| New | +$225K | ﹤0.01% | 894 |
|
|
2020
Q3 | – | Sell |
-68,358
| Closed | -$1.24M | – | 911 |
|
|
2020
Q2 | $1.24M | Buy |
+68,358
| New | +$1.24M | 0.01% | 855 |
|