Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Buy |
+18,787
| New | +$379K | ﹤0.01% | 520 |
|
|
2025
Q1 | – | Sell |
-22,779
| Closed | -$270K | – | 1573 |
|
|
2024
Q4 | $270K | Buy |
+22,779
| New | +$270K | ﹤0.01% | 601 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 1368 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 1256 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1165 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 904 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 764 |
|