Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15K | Buy |
+41
| New | +$3.15K | ﹤0.01% | 499 |
|
|
2023
Q3 | – | Sell |
-7
| Closed | -$488 | – | 890 |
|
|
2023
Q2 | $488 | Buy |
+7
| New | +$488 | ﹤0.01% | 866 |
|
|
2019
Q3 | – | Sell |
-172
| Closed | -$11K | – | 610 |
|
|
2019
Q2 | $11K | Buy |
+172
| New | +$11K | ﹤0.01% | 594 |
|
|
2016
Q4 | – | Sell |
-48
| Closed | -$2K | – | 600 |
|
|
2016
Q3 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 618 |
|