Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85K | Buy |
408
+100
| +32% | +$943 | ﹤0.01% | 486 |
|
|
2025
Q1 | $3.17K | Buy |
+308
| New | +$3.17K | ﹤0.01% | 477 |
|
|
2024
Q1 | – | Sell |
-42
| Closed | -$346 | – | 718 |
|
|
2023
Q4 | $346 | Sell |
42
-73
| -63% | -$601 | ﹤0.01% | 673 |
|
|
2023
Q3 | $958 | Buy |
115
+68
| +145% | +$566 | ﹤0.01% | 711 |
|
|
2023
Q2 | $394 | Buy |
+47
| New | +$394 | ﹤0.01% | 900 |
|
|
2022
Q4 | – | Sell |
-400
| Closed | -$2K | – | 636 |
|
|
2022
Q3 | $2K | Buy |
+400
| New | +$2K | ﹤0.01% | 593 |
|