Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Sell |
1,046
-741
| -41% | -$109K | ﹤0.01% | 978 |
|
|
2025
Q1 | $281K | Sell |
1,787
-38
| -2% | -$5.98K | ﹤0.01% | 897 |
|
|
2024
Q4 | $320K | Buy |
1,825
+638
| +54% | +$112K | ﹤0.01% | 915 |
|
|
2024
Q3 | $249K | Buy |
1,187
+137
| +13% | +$28.7K | ﹤0.01% | 837 |
|
|
2024
Q2 | $186K | Buy |
1,050
+124
| +13% | +$22K | ﹤0.01% | 882 |
|
|
2024
Q1 | $220K | Buy |
926
+89
| +11% | +$21.1K | ﹤0.01% | 829 |
|
|
2023
Q4 | $163K | Hold |
837
| – | – | ﹤0.01% | 884 |
|
|
2023
Q3 | $157K | Buy |
+837
| New | +$157K | ﹤0.01% | 872 |
|
|
2013
Q3 | – | Sell |
-2,265
| Closed | -$174K | – | 1288 |
|
|
2013
Q2 | $174K | Buy |
+2,265
| New | +$174K | ﹤0.01% | 1019 |
|