Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Sell |
1,581
-1,357
| -46% | -$98.7K | ﹤0.01% | 1117 |
|
|
2025
Q1 | $230K | Buy |
2,938
+631
| +27% | +$49.4K | ﹤0.01% | 994 |
|
|
2024
Q4 | $156K | Buy |
2,307
+750
| +48% | +$50.7K | ﹤0.01% | 1278 |
|
|
2024
Q3 | $105K | Buy |
1,557
+387
| +33% | +$26.1K | ﹤0.01% | 1256 |
|
|
2024
Q2 | $71K | Hold |
1,170
| – | – | ﹤0.01% | 1408 |
|
|
2024
Q1 | $72K | Buy |
1,170
+456
| +64% | +$28.1K | ﹤0.01% | 1316 |
|
|
2023
Q4 | $45K | Hold |
714
| – | – | ﹤0.01% | 1603 |
|
|
2023
Q3 | $40K | Sell |
714
-1,441
| -67% | -$80.7K | ﹤0.01% | 1630 |
|
|
2023
Q2 | $137K | Hold |
2,155
| – | – | ﹤0.01% | 1072 |
|
|
2023
Q1 | $151K | Buy |
+2,155
| New | +$151K | ﹤0.01% | 1068 |
|