Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,319
| Closed | -$300K | – | 1061 |
|
|
2024
Q4 | $300K | Sell |
14,319
-2,044
| -12% | -$42.8K | ﹤0.01% | 991 |
|
|
2024
Q3 | $434K | Buy |
16,363
+1,848
| +13% | +$49K | ﹤0.01% | 978 |
|
|
2024
Q2 | $321K | Hold |
14,515
| – | – | ﹤0.01% | 988 |
|
|
2024
Q1 | $352K | Sell |
14,515
-2,085
| -13% | -$50.6K | ﹤0.01% | 972 |
|
|
2023
Q4 | $404K | Buy |
16,600
+8,600
| +108% | +$209K | ﹤0.01% | 963 |
|
|
2023
Q3 | $208K | Buy |
+8,000
| New | +$208K | ﹤0.01% | 1025 |
|