Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
2,762
-1,066
| -28% | -$136K | ﹤0.01% | 2596 |
|
|
2025
Q1 | $511K | Buy |
3,828
+840
| +28% | +$112K | ﹤0.01% | 2191 |
|
|
2024
Q4 | $217K | Buy |
+2,988
| New | +$217K | ﹤0.01% | 2935 |
|
|
2024
Q2 | – | Sell |
-3,416
| Closed | -$209K | – | 3267 |
|
|
2024
Q1 | $209K | Buy |
+3,416
| New | +$209K | ﹤0.01% | 2733 |
|