Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,574
| Closed | -$223K | – | 1937 |
|
|
2025
Q1 | $223K | Sell |
8,574
-3,697
| -30% | -$96.1K | ﹤0.01% | 1658 |
|
|
2024
Q4 | $372K | Buy |
12,271
+8,248
| +205% | +$250K | ﹤0.01% | 1623 |
|
|
2024
Q3 | $146K | Buy |
4,023
+624
| +18% | +$22.7K | ﹤0.01% | 1723 |
|
|
2024
Q2 | $125K | Sell |
3,399
-975
| -22% | -$35.9K | ﹤0.01% | 1674 |
|
|
2024
Q1 | $232K | Buy |
4,374
+900
| +26% | +$47.8K | ﹤0.01% | 1608 |
|
|
2023
Q4 | $169K | Buy |
3,474
+447
| +15% | +$21.7K | ﹤0.01% | 1669 |
|
|
2023
Q3 | $113K | Buy |
3,027
+26
| +0.9% | +$975 | ﹤0.01% | 1726 |
|
|
2023
Q2 | $103K | Sell |
3,001
-263
| -8% | -$9.06K | ﹤0.01% | 1757 |
|
|
2023
Q1 | $109K | Buy |
+3,264
| New | +$109K | ﹤0.01% | 1712 |
|