Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
21,363
-30,827
| -59% | -$548K | ﹤0.01% | 1445 |
|
|
2025
Q1 | $649K | Sell |
52,190
-13,652
| -21% | -$170K | ﹤0.01% | 1435 |
|
|
2024
Q4 | $757K | Buy |
65,842
+43,127
| +190% | +$496K | ﹤0.01% | 1473 |
|
|
2024
Q3 | $240K | Buy |
22,715
+2,134
| +10% | +$22.5K | ﹤0.01% | 1611 |
|
|
2024
Q2 | $247K | Buy |
+20,581
| New | +$247K | ﹤0.01% | 1528 |
|