Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Sell |
58
-239
| -80% | -$53.6K | 0.01% | 219 |
|
|
2025
Q1 | $61K | Sell |
297
-657
| -69% | -$135K | 0.03% | 163 |
|
|
2024
Q4 | $174K | Sell |
954
-178
| -16% | -$32.5K | 0.05% | 168 |
|
|
2024
Q3 | $233K | Buy |
1,132
+100
| +10% | +$20.6K | 0.04% | 172 |
|
|
2024
Q2 | $181K | Buy |
+1,032
| New | +$181K | 0.03% | 188 |
|
|
2023
Q3 | – | Sell |
-772
| Closed | -$96K | – | 378 |
|
|
2023
Q2 | $96K | Buy |
772
+276
| +56% | +$34.3K | 0.01% | 311 |
|
|
2023
Q1 | $57K | Buy |
+496
| New | +$57K | ﹤0.01% | 342 |
|