Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,870
| Closed | -$573K | – | 851 |
|
|
2024
Q4 | $573K | Sell |
6,870
-382
| -5% | -$31.9K | ﹤0.01% | 751 |
|
|
2024
Q3 | $615K | Buy |
7,252
+2,954
| +69% | +$250K | ﹤0.01% | 782 |
|
|
2024
Q2 | $580K | Buy |
4,298
+579
| +16% | +$78.1K | ﹤0.01% | 810 |
|
|
2024
Q1 | $708K | Sell |
3,719
-696
| -16% | -$132K | ﹤0.01% | 715 |
|
|
2023
Q4 | $706K | Buy |
+4,415
| New | +$706K | ﹤0.01% | 732 |
|