Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,918
| Closed | -$181K | – | 1003 |
|
|
2025
Q1 | $181K | Hold |
1,918
| – | – | ﹤0.01% | 831 |
|
|
2024
Q4 | $203K | Sell |
1,918
-3,509
| -65% | -$372K | ﹤0.01% | 791 |
|
|
2024
Q3 | $510K | Buy |
5,427
+1,386
| +34% | +$130K | ﹤0.01% | 717 |
|
|
2024
Q2 | $340K | Buy |
+4,041
| New | +$340K | ﹤0.01% | 791 |
|