Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-300
| Closed | -$94.8K | – | 123 |
|
|
2024
Q4 | $94.8K | Hold |
300
| – | – | 0.07% | 79 |
|
|
2024
Q3 | $82.5K | Hold |
300
| – | – | 0.06% | 78 |
|
|
2024
Q2 | $78.7K | Hold |
300
| – | – | 0.07% | 77 |
|
|
2024
Q1 | $83.7K | Hold |
300
| – | – | 0.07% | 75 |
|
|
2023
Q4 | $78.1K | Buy |
+300
| New | +$78.1K | 0.07% | 68 |
|
|
2023
Q2 | – | Sell |
-300
| Closed | -$67.6K | – | 117 |
|
|
2023
Q1 | $67.6K | Hold |
300
| – | – | 0.07% | 65 |
|
|
2022
Q4 | $62.3K | Buy |
+300
| New | +$62.3K | 0.06% | 65 |
|