Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,634
| Closed | -$589K | – | 883 |
|
|
2024
Q4 | $589K | Sell |
6,634
-1
| -0% | -$89 | ﹤0.01% | 714 |
|
|
2024
Q3 | $632K | Buy |
6,635
+934
| +16% | +$89K | ﹤0.01% | 772 |
|
|
2024
Q2 | $608K | Buy |
5,701
+204
| +4% | +$21.8K | ﹤0.01% | 766 |
|
|
2024
Q1 | $647K | Buy |
+5,497
| New | +$647K | ﹤0.01% | 780 |
|