Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
2,418
+1,308
| +118% | +$467K | 0.02% | 224 |
|
|
2025
Q1 | $302K | Sell |
1,110
-1,110
| -50% | -$302K | 0.01% | 291 |
|
|
2024
Q4 | $738K | Sell |
2,220
-2,151
| -49% | -$715K | 0.02% | 242 |
|
|
2024
Q3 | $1.45M | Buy |
4,371
+2,665
| +156% | +$883K | 0.04% | 198 |
|
|
2024
Q2 | $535K | Buy |
1,706
+926
| +119% | +$290K | 0.02% | 272 |
|
|
2024
Q1 | $244K | Buy |
+780
| New | +$244K | 0.01% | 309 |
|