Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.8K | Hold |
7,815
| – | – | 0.01% | 437 |
|
|
2025
Q1 | $78.4K | Sell |
7,815
-300
| -4% | -$3.01K | 0.01% | 446 |
|
|
2024
Q4 | $80.3K | Sell |
8,115
-805
| -9% | -$7.97K | 0.01% | 452 |
|
|
2024
Q3 | $94.2K | Buy |
8,920
+5,815
| +187% | +$61.4K | 0.01% | 440 |
|
|
2024
Q2 | $38.9K | Buy |
3,105
+100
| +3% | +$1.25K | ﹤0.01% | 411 |
|
|
2024
Q1 | $39.9K | Buy |
3,005
+200
| +7% | +$2.66K | ﹤0.01% | 414 |
|
|
2023
Q4 | $34.2K | Buy |
+2,805
| New | +$34.2K | ﹤0.01% | 412 |
|
|
2020
Q4 | – | Sell |
-13,029
| Closed | -$87K | – | 231 |
|
|
2020
Q3 | $87K | Buy |
+13,029
| New | +$87K | 0.01% | 217 |
|