Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Sell |
3,383
-1,910
| -36% | -$65.5K | ﹤0.01% | 1105 |
|
|
2025
Q1 | $163K | Sell |
5,293
-110
| -2% | -$3.39K | ﹤0.01% | 1181 |
|
|
2024
Q4 | $171K | Buy |
5,403
+1,420
| +36% | +$44.9K | ﹤0.01% | 1216 |
|
|
2024
Q3 | $130K | Hold |
3,983
| – | – | ﹤0.01% | 1125 |
|
|
2024
Q2 | $105K | Buy |
3,983
+870
| +28% | +$22.9K | ﹤0.01% | 1134 |
|
|
2024
Q1 | $88K | Hold |
3,113
| – | – | ﹤0.01% | 1191 |
|
|
2023
Q4 | $80K | Hold |
3,113
| – | – | ﹤0.01% | 1197 |
|
|
2023
Q3 | $75K | Buy |
+3,113
| New | +$75K | ﹤0.01% | 1142 |
|