Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-460
| Closed | -$80.8K | – | 127 |
|
|
2025
Q1 | $80.8K | Hold |
460
| – | – | 0.01% | 127 |
|
|
2024
Q4 | $86.3K | Sell |
460
-20
| -4% | -$3.75K | 0.01% | 120 |
|
|
2024
Q3 | $92K | Hold |
480
| – | – | 0.02% | 114 |
|
|
2024
Q2 | $86.6K | Buy |
+480
| New | +$86.6K | 0.02% | 116 |
|