Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Sell |
10,705
-2,226
| -17% | -$24.2K | 0.01% | 369 |
|
|
2025
Q1 | $130K | Buy |
+12,931
| New | +$130K | 0.01% | 331 |
|
|
2018
Q4 | – | Sell |
-515
| Closed | -$5K | – | 221 |
|
|
2018
Q3 | $5K | Hold |
515
| – | – | ﹤0.01% | 407 |
|
|
2018
Q2 | $6K | Sell |
515
-5
| -1% | -$58 | ﹤0.01% | 375 |
|
|
2018
Q1 | $6K | Buy |
+520
| New | +$6K | ﹤0.01% | 385 |
|