Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-203
| Closed | -$64.1K | – | 215 |
|
|
2024
Q4 | $64.1K | Hold |
203
| – | – | 0.02% | 93 |
|
|
2024
Q3 | $55.7K | Sell |
203
-156
| -43% | -$42.8K | 0.02% | 113 |
|
|
2024
Q2 | $94.3K | Buy |
+359
| New | +$94.3K | 0.04% | 89 |
|
|
2019
Q4 | – | Sell |
-101
| Closed | -$17.6K | – | 204 |
|
|
2019
Q3 | $17.6K | Buy |
+101
| New | +$17.6K | 0.01% | 168 |
|