Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
8,519
-4,470
| -34% | -$681K | 0.03% | 206 |
|
|
2025
Q1 | $1.91M | Sell |
12,989
-3,187
| -20% | -$468K | 0.05% | 180 |
|
|
2024
Q4 | $2.09M | Buy |
16,176
+4,050
| +33% | +$523K | 0.05% | 169 |
|
|
2024
Q3 | $1.66M | Buy |
12,126
+882
| +8% | +$121K | 0.04% | 185 |
|
|
2024
Q2 | $1.15M | Sell |
11,244
-506
| -4% | -$51.7K | 0.03% | 209 |
|
|
2024
Q1 | $871K | Buy |
+11,750
| New | +$871K | 0.03% | 235 |
|