Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-415
| Closed | -$59.7K | – | 1982 |
|
|
2025
Q1 | $59.7K | Buy |
+415
| New | +$59.7K | 0.01% | 711 |
|
|
2024
Q3 | – | Sell |
-210
| Closed | -$26K | – | 1982 |
|
|
2024
Q2 | $26K | Buy |
210
+55
| +35% | +$6.81K | 0.01% | 965 |
|
|
2024
Q1 | $18.6K | Buy |
+155
| New | +$18.6K | ﹤0.01% | 920 |
|