Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Sell |
128,484
-2,315
| -2% | -$3.26K | ﹤0.01% | 1622 |
|
|
2025
Q1 | $137K | Sell |
130,799
-13,456
| -9% | -$14.1K | ﹤0.01% | 1715 |
|
|
2024
Q4 | $336K | Buy |
+144,255
| New | +$336K | ﹤0.01% | 1641 |
|
|
2024
Q2 | – | Sell |
-903,851
| Closed | -$544K | – | 1956 |
|
|
2024
Q1 | $544K | Buy |
903,851
+128,741
| +17% | +$77.5K | ﹤0.01% | 1403 |
|
|
2023
Q4 | $829K | Buy |
775,110
+489,325
| +171% | +$524K | ﹤0.01% | 1360 |
|
|
2023
Q3 | $292K | Buy |
285,785
+26,061
| +10% | +$26.6K | ﹤0.01% | 1509 |
|
|
2023
Q2 | $403K | Buy |
+259,724
| New | +$403K | ﹤0.01% | 1431 |
|