Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Sell |
3,513
-4,436
| -56% | -$929K | ﹤0.01% | 1265 |
|
|
2025
Q1 | $1.01M | Sell |
7,949
-1,831
| -19% | -$233K | ﹤0.01% | 1323 |
|
|
2024
Q4 | $2.28M | Buy |
9,780
+6,481
| +196% | +$1.51M | ﹤0.01% | 1160 |
|
|
2024
Q3 | $598K | Buy |
3,299
+676
| +26% | +$123K | ﹤0.01% | 1395 |
|
|
2024
Q2 | $337K | Buy |
+2,623
| New | +$337K | ﹤0.01% | 1436 |
|
|
2023
Q2 | – | Sell |
-63,644
| Closed | -$8.21M | – | 2122 |
|
|
2023
Q1 | $8.21M | Buy |
63,644
+30,076
| +90% | +$3.88M | ﹤0.01% | 884 |
|
|
2022
Q4 | $3.51M | Sell |
33,568
-1,183
| -3% | -$124K | ﹤0.01% | 1083 |
|
|
2022
Q3 | $3.15M | Buy |
34,751
+34,444
| +11,220% | +$3.12M | ﹤0.01% | 1067 |
|
|
2022
Q2 | $47K | Buy |
+307
| New | +$47K | ﹤0.01% | 1542 |
|