Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
+4,488
| New | +$289K | 0.01% | 283 |
|
|
2025
Q1 | – | Sell |
-3,705
| Closed | -$269K | – | 454 |
|
|
2024
Q4 | $269K | Buy |
+3,705
| New | +$269K | 0.01% | 307 |
|
|
2024
Q2 | – | Sell |
-11,438
| Closed | -$902K | – | 477 |
|
|
2024
Q1 | $902K | Buy |
+11,438
| New | +$902K | 0.03% | 228 |
|