Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
15,383
-884
| -5% | -$12.4K | ﹤0.01% | 2996 |
|
|
2025
Q1 | $235K | Sell |
16,267
-694
| -4% | -$10K | ﹤0.01% | 2858 |
|
|
2024
Q4 | $230K | Sell |
16,961
-779
| -4% | -$10.5K | ﹤0.01% | 2887 |
|
|
2024
Q3 | $289K | Sell |
17,740
-180
| -1% | -$2.94K | ﹤0.01% | 2596 |
|
|
2024
Q2 | $219K | Sell |
17,920
-731
| -4% | -$8.95K | ﹤0.01% | 2719 |
|
|
2024
Q1 | $223K | Sell |
18,651
-16,242
| -47% | -$194K | ﹤0.01% | 2675 |
|
|
2023
Q4 | $429K | Buy |
34,893
+9,283
| +36% | +$114K | ﹤0.01% | 2050 |
|
|
2023
Q3 | $297K | Buy |
+25,610
| New | +$297K | ﹤0.01% | 2161 |
|