Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24,217
| Closed | -$281K | – | 2185 |
|
|
2024
Q4 | $281K | Buy |
24,217
+16,752
| +224% | +$194K | ﹤0.01% | 1672 |
|
|
2024
Q3 | $81.9K | Buy |
7,465
+1,172
| +19% | +$12.9K | ﹤0.01% | 1791 |
|
|
2024
Q2 | $78K | Sell |
6,293
-1,728
| -22% | -$21.4K | ﹤0.01% | 1737 |
|
|
2024
Q1 | $112K | Buy |
8,021
+2,015
| +34% | +$28.2K | ﹤0.01% | 1744 |
|
|
2023
Q4 | $93.9K | Buy |
6,006
+33
| +0.6% | +$516 | ﹤0.01% | 1785 |
|
|
2023
Q3 | $68.5K | Hold |
5,973
| – | – | ﹤0.01% | 1819 |
|
|
2023
Q2 | $85.1K | Sell |
5,973
-147
| -2% | -$2.1K | ﹤0.01% | 1803 |
|
|
2023
Q1 | $91.9K | Buy |
+6,120
| New | +$91.9K | ﹤0.01% | 1757 |
|