Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-28
| Closed | -$228 | – | 996 |
|
|
2025
Q1 | $228 | Sell |
28
-24,243
| -100% | -$197K | ﹤0.01% | 921 |
|
|
2024
Q4 | $168K | Buy |
+24,271
| New | +$168K | ﹤0.01% | 780 |
|
|
2024
Q2 | – | Sell |
-57,289
| Closed | -$385K | – | 967 |
|
|
2024
Q1 | $385K | Buy |
+57,289
| New | +$385K | ﹤0.01% | 638 |
|
|
2022
Q3 | – | Sell |
-155,728
| Closed | -$958K | – | 977 |
|
|
2022
Q2 | $958K | Buy |
+155,728
| New | +$958K | ﹤0.01% | 787 |
|