Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
2,174
-3,269
| -60% | -$757K | ﹤0.01% | 1372 |
|
|
2025
Q1 | $1.35M | Sell |
5,443
-1,432
| -21% | -$356K | ﹤0.01% | 1246 |
|
|
2024
Q4 | $1.64M | Buy |
6,875
+4,432
| +181% | +$1.06M | ﹤0.01% | 1256 |
|
|
2024
Q3 | $626K | Buy |
2,443
+331
| +16% | +$84.8K | ﹤0.01% | 1385 |
|
|
2024
Q2 | $451K | Buy |
+2,112
| New | +$451K | ﹤0.01% | 1371 |
|
|
2021
Q3 | – | Sell |
-801
| Closed | -$205K | – | 1630 |
|
|
2021
Q2 | $205K | Buy |
+801
| New | +$205K | ﹤0.01% | 1373 |
|