Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.2K | Hold |
754
| – | – | ﹤0.01% | 584 |
|
|
2025
Q1 | $77K | Buy |
754
+444
| +143% | +$45.4K | ﹤0.01% | 562 |
|
|
2024
Q4 | $29.7K | Buy |
310
+22
| +8% | +$2.11K | ﹤0.01% | 591 |
|
|
2024
Q3 | $27.3K | Buy |
288
+162
| +129% | +$15.3K | ﹤0.01% | 598 |
|
|
2024
Q2 | $11.7K | Buy |
+126
| New | +$11.7K | ﹤0.01% | 614 |
|
|
2023
Q3 | – | Sell |
-5,613
| Closed | -$357K | – | 667 |
|
|
2023
Q2 | $357K | Buy |
5,613
+1,252
| +29% | +$79.5K | 0.01% | 493 |
|
|
2023
Q1 | $245K | Buy |
+4,361
| New | +$245K | 0.01% | 464 |
|
|
2022
Q3 | – | Sell |
-1,349
| Closed | -$55K | – | 716 |
|
|
2022
Q2 | $55K | Buy |
+1,349
| New | +$55K | ﹤0.01% | 387 |
|