Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.55K | Buy |
+837
| New | +$8.55K | ﹤0.01% | 1366 |
|
|
2024
Q1 | – | Sell |
-980
| Closed | -$10K | – | 1826 |
|
|
2023
Q4 | $10K | Sell |
980
-137
| -12% | -$1.4K | ﹤0.01% | 1035 |
|
|
2023
Q3 | $13K | Sell |
1,117
-1,422
| -56% | -$16.6K | ﹤0.01% | 784 |
|
|
2023
Q2 | $28.7K | Buy |
+2,539
| New | +$28.7K | 0.01% | 380 |
|
|
2023
Q1 | – | Sell |
-1,402
| Closed | -$15K | – | 1190 |
|
|
2022
Q4 | $15K | Buy |
+1,402
| New | +$15K | ﹤0.01% | 418 |
|