Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60K | Sell |
3,826
-2,028
| -35% | -$31.8K | ﹤0.01% | 1515 |
|
|
2025
Q1 | $112K | Buy |
5,854
+127
| +2% | +$2.43K | ﹤0.01% | 1419 |
|
|
2024
Q4 | $137K | Buy |
5,727
+1,672
| +41% | +$40K | ﹤0.01% | 1351 |
|
|
2024
Q3 | $114K | Buy |
4,055
+890
| +28% | +$25K | ﹤0.01% | 1210 |
|
|
2024
Q2 | $83K | Hold |
3,165
| – | – | ﹤0.01% | 1287 |
|
|
2024
Q1 | $69K | Hold |
3,165
| – | – | ﹤0.01% | 1345 |
|
|
2023
Q4 | $74K | Hold |
3,165
| – | – | ﹤0.01% | 1260 |
|
|
2023
Q3 | $62K | Sell |
3,165
-5,501
| -63% | -$108K | ﹤0.01% | 1292 |
|
|
2023
Q2 | $196K | Sell |
8,666
-1,085
| -11% | -$24.5K | ﹤0.01% | 942 |
|
|
2023
Q1 | $192K | Buy |
+9,751
| New | +$192K | ﹤0.01% | 990 |
|