Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Sell |
810
-466
| -37% | -$70.9K | 0.05% | 172 |
|
|
2025
Q1 | $187K | Sell |
1,276
-139
| -10% | -$20.4K | 0.08% | 147 |
|
|
2024
Q4 | $183K | Sell |
1,415
-38
| -3% | -$4.9K | 0.07% | 152 |
|
|
2024
Q3 | $199K | Sell |
1,453
-104
| -7% | -$14.2K | 0.08% | 152 |
|
|
2024
Q2 | $197K | Sell |
1,557
-257
| -14% | -$32.6K | 0.09% | 143 |
|
|
2024
Q1 | $166K | Hold |
1,814
| – | – | 0.08% | 154 |
|
|
2023
Q4 | $166K | Buy |
+1,814
| New | +$166K | 0.08% | 154 |
|