Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,287
| Closed | -$254K | – | 3656 |
|
|
2025
Q1 | $254K | Sell |
13,287
-800
| -6% | -$15.3K | ﹤0.01% | 2791 |
|
|
2024
Q4 | $336K | Buy |
14,087
+398
| +3% | +$9.49K | ﹤0.01% | 2525 |
|
|
2024
Q3 | $383K | Sell |
13,689
-931
| -6% | -$26K | ﹤0.01% | 2365 |
|
|
2024
Q2 | $382K | Buy |
+14,620
| New | +$382K | ﹤0.01% | 2260 |
|