Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,663
| Closed | -$294K | – | 2008 |
|
|
2025
Q1 | $294K | Sell |
17,663
-5,196
| -23% | -$86.4K | ﹤0.01% | 1602 |
|
|
2024
Q4 | $519K | Buy |
22,859
+14,425
| +171% | +$327K | ﹤0.01% | 1560 |
|
|
2024
Q3 | $234K | Buy |
8,434
+3,023
| +56% | +$83.7K | ﹤0.01% | 1621 |
|
|
2024
Q2 | $146K | Sell |
5,411
-443
| -8% | -$11.9K | ﹤0.01% | 1641 |
|
|
2024
Q1 | $200K | Buy |
5,854
+1,248
| +27% | +$42.7K | ﹤0.01% | 1631 |
|
|
2023
Q4 | $139K | Buy |
4,606
+597
| +15% | +$18K | ﹤0.01% | 1714 |
|
|
2023
Q3 | $110K | Sell |
4,009
-312
| -7% | -$8.57K | ﹤0.01% | 1734 |
|
|
2023
Q2 | $116K | Sell |
4,321
-188
| -4% | -$5.06K | ﹤0.01% | 1734 |
|
|
2023
Q1 | $89.6K | Buy |
+4,509
| New | +$89.6K | ﹤0.01% | 1770 |
|