Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,539
| Closed | -$242K | – | 1026 |
|
|
2025
Q1 | $242K | Hold |
6,539
| – | – | ﹤0.01% | 806 |
|
|
2024
Q4 | $253K | Hold |
6,539
| – | – | ﹤0.01% | 771 |
|
|
2024
Q3 | $229K | Hold |
6,539
| – | – | ﹤0.01% | 803 |
|
|
2024
Q2 | $242K | Sell |
6,539
-48,424
| -88% | -$1.79M | ﹤0.01% | 829 |
|
|
2024
Q1 | $2.17M | Buy |
+54,963
| New | +$2.17M | ﹤0.01% | 552 |
|
|
2023
Q2 | – | Sell |
-381
| Closed | -$11.7K | – | 1232 |
|
|
2023
Q1 | $11.7K | Buy |
+381
| New | +$11.7K | ﹤0.01% | 1076 |
|