Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
12,726
+556
| +5% | +$8.74K | ﹤0.01% | 1333 |
|
|
2025
Q1 | $232K | Buy |
12,170
+662
| +6% | +$12.6K | ﹤0.01% | 1211 |
|
|
2024
Q4 | $274K | Buy |
11,508
+2,631
| +30% | +$62.7K | ﹤0.01% | 1160 |
|
|
2024
Q3 | $249K | Buy |
+8,877
| New | +$249K | ﹤0.01% | 1153 |
|
|
2023
Q1 | – | Sell |
-16,033
| Closed | -$276K | – | 1253 |
|
|
2022
Q4 | $276K | Buy |
+16,033
| New | +$276K | ﹤0.01% | 1052 |
|