Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Sell |
479
-78
| -14% | -$16.3K | 0.04% | 193 |
|
|
2025
Q1 | $95K | Sell |
557
-113
| -17% | -$19.3K | 0.04% | 197 |
|
|
2024
Q4 | $119K | Sell |
670
-8
| -1% | -$1.42K | 0.05% | 183 |
|
|
2024
Q3 | $103K | Sell |
678
-61
| -8% | -$9.28K | 0.04% | 201 |
|
|
2024
Q2 | $138K | Sell |
739
-127
| -15% | -$23.7K | 0.06% | 168 |
|
|
2024
Q1 | $226K | Hold |
866
| – | – | 0.11% | 133 |
|
|
2023
Q4 | $226K | Buy |
+866
| New | +$226K | 0.11% | 133 |
|