Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Sell |
27,180
-3,358
| -11% | -$110K | ﹤0.01% | 1213 |
|
|
2025
Q1 | $770K | Buy |
30,538
+1,562
| +5% | +$39.4K | ﹤0.01% | 1393 |
|
|
2024
Q4 | $829K | Sell |
28,976
-1,642
| -5% | -$47K | ﹤0.01% | 1441 |
|
|
2024
Q3 | $915K | Hold |
30,618
| – | – | ﹤0.01% | 1304 |
|
|
2024
Q2 | $990K | Sell |
30,618
-6,289
| -17% | -$203K | ﹤0.01% | 1208 |
|
|
2024
Q1 | $1.16M | Buy |
36,907
+4,618
| +14% | +$146K | ﹤0.01% | 1255 |
|
|
2023
Q4 | $1.33M | Sell |
32,289
-12,262
| -28% | -$505K | ﹤0.01% | 1281 |
|
|
2023
Q3 | $1.75M | Buy |
+44,551
| New | +$1.75M | ﹤0.01% | 1207 |
|