Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Sell |
19,934
-11,234
| -36% | -$2.54M | 0.11% | 139 |
|
|
2025
Q1 | $5.17M | Sell |
31,168
-381
| -1% | -$63.2K | 0.14% | 131 |
|
|
2024
Q4 | $6.31M | Sell |
31,549
-2,673
| -8% | -$535K | 0.16% | 116 |
|
|
2024
Q3 | $5.94M | Buy |
34,222
+6,542
| +24% | +$1.14M | 0.16% | 116 |
|
|
2024
Q2 | $4.81M | Sell |
27,680
-6,884
| -20% | -$1.2M | 0.14% | 124 |
|
|
2024
Q1 | $4.7M | Buy |
+34,564
| New | +$4.7M | 0.15% | 128 |
|