Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-733
| Closed | -$88.2K | – | 133 |
|
|
2025
Q1 | $88.2K | Hold |
733
| – | – | 0.02% | 125 |
|
|
2024
Q4 | $85.5K | Sell |
733
-31
| -4% | -$3.62K | 0.01% | 121 |
|
|
2024
Q3 | $115K | Hold |
764
| – | – | 0.02% | 112 |
|
|
2024
Q2 | $121K | Buy |
+764
| New | +$121K | 0.02% | 114 |
|