Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
4,133
-418
| -9% | -$46.5K | ﹤0.01% | 807 |
|
|
2025
Q1 | $583K | Buy |
4,551
+539
| +13% | +$69.1K | ﹤0.01% | 734 |
|
|
2024
Q4 | $541K | Buy |
+4,012
| New | +$541K | ﹤0.01% | 803 |
|
|
2022
Q1 | – | Sell |
-9,439
| Closed | -$850K | – | 1085 |
|
|
2021
Q4 | $850K | Buy |
+9,439
| New | +$850K | ﹤0.01% | 950 |
|