Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,698
| Closed | -$245K | – | 1114 |
|
|
2024
Q4 | $245K | Hold |
6,698
| – | – | ﹤0.01% | 1017 |
|
|
2024
Q3 | $251K | Hold |
6,698
| – | – | ﹤0.01% | 1027 |
|
|
2024
Q2 | $314K | Sell |
6,698
-2,206
| -25% | -$103K | ﹤0.01% | 991 |
|
|
2024
Q1 | $501K | Buy |
+8,904
| New | +$501K | ﹤0.01% | 934 |
|