Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41K | Sell |
229
-43
| -16% | -$7.7K | 0.02% | 182 |
|
|
2025
Q1 | $47K | Sell |
272
-125
| -31% | -$21.6K | 0.02% | 173 |
|
|
2024
Q4 | $72K | Buy |
397
+41
| +12% | +$7.44K | 0.02% | 258 |
|
|
2024
Q3 | $61K | Sell |
356
-1
| -0.3% | -$171 | 0.01% | 293 |
|
|
2024
Q2 | $60K | Sell |
357
-48
| -12% | -$8.07K | 0.01% | 290 |
|
|
2024
Q1 | $74K | Sell |
405
-9
| -2% | -$1.64K | 0.01% | 316 |
|
|
2023
Q4 | $68K | Buy |
+414
| New | +$68K | 0.01% | 309 |
|