Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,967
| Closed | -$275K | – | 429 |
|
|
2024
Q4 | $275K | Buy |
+3,967
| New | +$275K | 0.01% | 305 |
|
|
2024
Q3 | – | Sell |
-6,490
| Closed | -$875K | – | 393 |
|
|
2024
Q2 | $875K | Buy |
6,490
+4,472
| +222% | +$603K | 0.03% | 234 |
|
|
2024
Q1 | $347K | Buy |
+2,018
| New | +$347K | 0.01% | 286 |
|