Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
12,797
-4,332
| -25% | -$148K | ﹤0.01% | 840 |
|
|
2025
Q1 | $634K | Buy |
17,129
+1,091
| +7% | +$40.4K | ﹤0.01% | 666 |
|
|
2024
Q4 | $621K | Sell |
16,038
-2,815
| -15% | -$109K | ﹤0.01% | 679 |
|
|
2024
Q3 | $661K | Buy |
18,853
+1,793
| +11% | +$62.9K | ﹤0.01% | 728 |
|
|
2024
Q2 | $630K | Buy |
17,060
+335
| +2% | +$12.4K | ﹤0.01% | 727 |
|
|
2024
Q1 | $659K | Buy |
16,725
+3,266
| +24% | +$129K | ﹤0.01% | 759 |
|
|
2023
Q4 | $637K | Buy |
+13,459
| New | +$637K | ﹤0.01% | 812 |
|
|
2020
Q1 | – | Sell |
-55,261
| Closed | -$1.93M | – | 987 |
|
|
2019
Q4 | $1.93M | Buy |
+55,261
| New | +$1.93M | 0.01% | 756 |
|