Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55K | Buy |
61
+6
| +11% | +$251 | ﹤0.01% | 748 |
|
|
2025
Q1 | $2.33K | Buy |
+55
| New | +$2.33K | ﹤0.01% | 757 |
|
|
2024
Q4 | – | Sell |
-49
| Closed | -$3.26K | – | 1230 |
|
|
2024
Q3 | $3.26K | Hold |
49
| – | – | ﹤0.01% | 749 |
|
|
2024
Q2 | $2.87K | Sell |
49
-25
| -34% | -$1.46K | ﹤0.01% | 737 |
|
|
2024
Q1 | $4.7K | Hold |
74
| – | – | ﹤0.01% | 530 |
|
|
2023
Q4 | $4.7K | Buy |
+74
| New | +$4.7K | ﹤0.01% | 530 |
|