Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.2K | Buy |
32,750
+1,575
| +5% | +$4.05K | ﹤0.01% | 2593 |
|
|
2025
Q1 | $78.2K | Buy |
+31,175
| New | +$78.2K | ﹤0.01% | 2606 |
|
|
2024
Q4 | – | Sell |
-23,850
| Closed | -$91.1K | – | 2655 |
|
|
2024
Q3 | $91.1K | Hold |
23,850
| – | – | ﹤0.01% | 2783 |
|
|
2024
Q2 | $73.5K | Buy |
+23,850
| New | +$73.5K | ﹤0.01% | 2777 |
|