Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Sell |
9,180
-4,722
| -34% | -$498K | 0.02% | 218 |
|
|
2025
Q1 | $1.55M | Buy |
13,902
+5,182
| +59% | +$576K | 0.04% | 197 |
|
|
2024
Q4 | $898K | Buy |
8,720
+5,270
| +153% | +$543K | 0.02% | 233 |
|
|
2024
Q3 | $386K | Sell |
3,450
-400
| -10% | -$44.7K | 0.01% | 265 |
|
|
2024
Q2 | $344K | Buy |
3,850
+500
| +15% | +$44.7K | 0.01% | 294 |
|
|
2024
Q1 | $288K | Buy |
+3,350
| New | +$288K | 0.01% | 297 |
|