Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.2K | Buy |
366
+243
| +198% | +$45.9K | 0.01% | 1544 |
|
|
2025
Q1 | $28.8K | Buy |
+123
| New | +$28.8K | ﹤0.01% | 1648 |
|
|
2024
Q4 | – | Sell |
-898
| Closed | -$300K | – | 1960 |
|
|
2024
Q3 | $300K | Buy |
898
+328
| +58% | +$110K | 0.03% | 896 |
|
|
2024
Q2 | $139K | Sell |
570
-1,118
| -66% | -$273K | 0.02% | 854 |
|
|
2024
Q1 | $588K | Buy |
1,688
+1,560
| +1,219% | +$543K | 0.1% | 325 |
|
|
2023
Q4 | $37.3K | Buy |
+128
| New | +$37.3K | 0.01% | 912 |
|