Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,229
| Closed | -$386K | – | 1133 |
|
|
2025
Q1 | $386K | Sell |
3,229
-9,021
| -74% | -$1.08M | ﹤0.01% | 957 |
|
|
2024
Q4 | $1.18M | Sell |
12,250
-742
| -6% | -$71.2K | ﹤0.01% | 842 |
|
|
2024
Q3 | $1.2M | Buy |
12,992
+1,828
| +16% | +$169K | ﹤0.01% | 848 |
|
|
2024
Q2 | $907K | Buy |
+11,164
| New | +$907K | ﹤0.01% | 885 |
|