Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4K | Buy |
+300
| New | +$12.4K | ﹤0.01% | 417 |
|
|
2022
Q4 | – | Sell |
-2,082
| Closed | -$96K | – | 651 |
|
|
2022
Q3 | $96K | Buy |
+2,082
| New | +$96K | 0.01% | 295 |
|
|
2019
Q3 | – | Sell |
-462
| Closed | -$12K | – | 679 |
|
|
2019
Q2 | $12K | Buy |
+462
| New | +$12K | ﹤0.01% | 587 |
|
|
2017
Q4 | – | Sell |
-300
| Closed | -$18K | – | 579 |
|
|
2017
Q3 | $18K | Buy |
+300
| New | +$18K | ﹤0.01% | 414 |
|