Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
+2,037
| New | +$226K | ﹤0.01% | 1274 |
|
|
2025
Q1 | – | Sell |
-1,660
| Closed | -$241K | – | 1471 |
|
|
2024
Q4 | $241K | Buy |
1,660
+158
| +11% | +$23K | ﹤0.01% | 1218 |
|
|
2024
Q3 | $325K | Buy |
1,502
+71
| +5% | +$15.4K | ﹤0.01% | 1063 |
|
|
2024
Q2 | $224K | Buy |
+1,431
| New | +$224K | ﹤0.01% | 1145 |
|