Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Sell |
23,799
-70,714
| -75% | -$481K | ﹤0.01% | 1629 |
|
|
2025
Q1 | $377K | Sell |
94,513
-10,723
| -10% | -$42.8K | ﹤0.01% | 1554 |
|
|
2024
Q4 | $602K | Sell |
105,236
-20,614
| -16% | -$118K | ﹤0.01% | 1523 |
|
|
2024
Q3 | $688K | Sell |
125,850
-5,361
| -4% | -$29.3K | ﹤0.01% | 1363 |
|
|
2024
Q2 | $664K | Sell |
131,211
-51,206
| -28% | -$259K | ﹤0.01% | 1292 |
|
|
2024
Q1 | $994K | Sell |
182,417
-23,153
| -11% | -$126K | ﹤0.01% | 1283 |
|
|
2023
Q4 | $1.75M | Sell |
205,570
-96,064
| -32% | -$819K | ﹤0.01% | 1229 |
|
|
2023
Q3 | $1.83M | Buy |
301,634
+7,084
| +2% | +$43K | ﹤0.01% | 1198 |
|
|
2023
Q2 | $2.43M | Buy |
+294,550
| New | +$2.43M | ﹤0.01% | 1124 |
|