Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.6K | Hold |
3,321
| – | – | ﹤0.01% | 848 |
|
|
2025
Q1 | $63.4K | Buy |
3,321
+5
| +0.2% | +$95 | ﹤0.01% | 792 |
|
|
2024
Q4 | $45.3K | Sell |
3,316
-361
| -10% | -$4.94K | ﹤0.01% | 878 |
|
|
2024
Q3 | $64.4K | Buy |
+3,677
| New | +$64.4K | ﹤0.01% | 759 |
|
|
2023
Q3 | – | Sell |
-2,991
| Closed | -$44.7K | – | 984 |
|
|
2023
Q2 | $44.7K | Buy |
2,991
+495
| +20% | +$7.39K | ﹤0.01% | 841 |
|
|
2023
Q1 | $47.9K | Buy |
+2,496
| New | +$47.9K | ﹤0.01% | 820 |
|