Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Buy |
+11,389
| New | +$190K | ﹤0.01% | 3521 |
|
|
2024
Q4 | – | Sell |
-7,629
| Closed | -$261K | – | 3795 |
|
|
2024
Q3 | $261K | Sell |
7,629
-53
| -0.7% | -$1.81K | ﹤0.01% | 3439 |
|
|
2024
Q2 | $298K | Buy |
7,682
+43
| +0.6% | +$1.67K | ﹤0.01% | 3495 |
|
|
2024
Q1 | $267K | Buy |
+7,639
| New | +$267K | ﹤0.01% | 3546 |
|