Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
31,209
| – | – | ﹤0.01% | 1057 |
|
|
2025
Q1 | $287K | Buy |
31,209
+15,988
| +105% | +$147K | ﹤0.01% | 988 |
|
|
2024
Q4 | $163K | Sell |
15,221
-10,685
| -41% | -$114K | ﹤0.01% | 1039 |
|
|
2024
Q3 | $225K | Buy |
25,906
+4,218
| +19% | +$36.6K | ﹤0.01% | 1038 |
|
|
2024
Q2 | $213K | Buy |
21,688
+11,003
| +103% | +$108K | ﹤0.01% | 1019 |
|
|
2024
Q1 | $120K | Buy |
+10,685
| New | +$120K | ﹤0.01% | 1038 |
|