Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,443
| Closed | -$376K | – | 2153 |
|
|
2025
Q1 | $376K | Sell |
6,443
-1,432
| -18% | -$83.6K | ﹤0.01% | 1556 |
|
|
2024
Q4 | $414K | Buy |
7,875
+5,095
| +183% | +$268K | ﹤0.01% | 1599 |
|
|
2024
Q3 | $160K | Sell |
2,780
-692
| -20% | -$39.8K | ﹤0.01% | 1700 |
|
|
2024
Q2 | $179K | Sell |
3,472
-518
| -13% | -$26.8K | ﹤0.01% | 1594 |
|
|
2024
Q1 | $196K | Buy |
3,990
+827
| +26% | +$40.6K | ﹤0.01% | 1637 |
|
|
2023
Q4 | $164K | Buy |
3,163
+1,178
| +59% | +$60.9K | ﹤0.01% | 1677 |
|
|
2023
Q3 | $90.2K | Hold |
1,985
| – | – | ﹤0.01% | 1773 |
|
|
2023
Q2 | $101K | Buy |
+1,985
| New | +$101K | ﹤0.01% | 1767 |
|