Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.4K | Sell |
181
-113
| -38% | -$17.7K | ﹤0.01% | 612 |
|
|
2025
Q1 | $38K | Buy |
+294
| New | +$38K | ﹤0.01% | 584 |
|
|
2024
Q4 | – | Sell |
-873
| Closed | -$131K | – | 641 |
|
|
2024
Q3 | $131K | Sell |
873
-253
| -22% | -$37.8K | ﹤0.01% | 563 |
|
|
2024
Q2 | $145K | Buy |
+1,126
| New | +$145K | ﹤0.01% | 552 |
|