Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 111 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 115 |
|
|
2024
Q4 | – | Sell |
-242
| Closed | -$66.5K | – | 102 |
|
|
2024
Q3 | $66.5K | Buy |
+242
| New | +$66.5K | 0.02% | 38 |
|
|
2023
Q4 | – | Sell |
-922
| Closed | -$212K | – | 69 |
|
|
2023
Q3 | $212K | Buy |
+922
| New | +$212K | 0.12% | 35 |
|