Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88K | Sell |
3,601
-1,277
| -26% | -$31.2K | ﹤0.01% | 1277 |
|
|
2025
Q1 | $103K | Hold |
4,878
| – | – | ﹤0.01% | 1464 |
|
|
2024
Q4 | $168K | Buy |
4,878
+1,285
| +36% | +$44.3K | ﹤0.01% | 1230 |
|
|
2024
Q3 | $87K | Buy |
3,593
+971
| +37% | +$23.5K | ﹤0.01% | 1371 |
|
|
2024
Q2 | $76K | Hold |
2,622
| – | – | ﹤0.01% | 1338 |
|
|
2024
Q1 | $71K | Buy |
2,622
+588
| +29% | +$15.9K | ﹤0.01% | 1319 |
|
|
2023
Q4 | $58K | Hold |
2,034
| – | – | ﹤0.01% | 1407 |
|
|
2023
Q3 | $52K | Buy |
+2,034
| New | +$52K | ﹤0.01% | 1414 |
|