Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,424
| Closed | -$109K | – | 1062 |
|
|
2024
Q4 | $109K | Hold |
10,424
| – | – | ﹤0.01% | 1046 |
|
|
2024
Q3 | $125K | Hold |
10,424
| – | – | ﹤0.01% | 1065 |
|
|
2024
Q2 | $59.9K | Hold |
10,424
| – | – | ﹤0.01% | 1042 |
|
|
2024
Q1 | $54.2K | Hold |
10,424
| – | – | ﹤0.01% | 1048 |
|
|
2023
Q4 | $54.9K | Buy |
+10,424
| New | +$54.9K | ﹤0.01% | 1050 |
|