Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,564
| Closed | -$121K | – | 1995 |
|
|
2025
Q1 | $121K | Sell |
5,564
-440
| -7% | -$9.55K | ﹤0.01% | 1726 |
|
|
2024
Q4 | $201K | Buy |
6,004
+4,547
| +312% | +$152K | ﹤0.01% | 1723 |
|
|
2024
Q3 | $45.3K | Buy |
+1,457
| New | +$45.3K | ﹤0.01% | 1851 |
|
|
2023
Q4 | – | Sell |
-3,664
| Closed | -$103K | – | 2038 |
|
|
2023
Q3 | $103K | Sell |
3,664
-37,494
| -91% | -$1.05M | ﹤0.01% | 1746 |
|
|
2023
Q2 | $1.24M | Buy |
41,158
+37,513
| +1,029% | +$1.13M | ﹤0.01% | 1241 |
|
|
2023
Q1 | $87.7K | Hold |
3,645
| – | – | ﹤0.01% | 1780 |
|
|
2022
Q4 | $98.3K | Hold |
3,645
| – | – | ﹤0.01% | 1604 |
|
|
2022
Q3 | $131K | Buy |
+3,645
| New | +$131K | ﹤0.01% | 1514 |
|