Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-131,883
| Closed | -$1.54M | – | 1172 |
|
|
2025
Q1 | $1.54M | Sell |
131,883
-83,746
| -39% | -$976K | 0.01% | 784 |
|
|
2024
Q4 | $2.95M | Buy |
215,629
+31,532
| +17% | +$431K | 0.01% | 680 |
|
|
2024
Q3 | $3.07M | Sell |
184,097
-5,188
| -3% | -$86.6K | 0.01% | 664 |
|
|
2024
Q2 | $2.25M | Buy |
+189,285
| New | +$2.25M | 0.01% | 730 |
|