Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
29,800
-5,600
| -16% | -$46.2K | 0.01% | 680 |
|
|
2025
Q1 | $233K | Sell |
35,400
-4,300
| -11% | -$28.3K | 0.01% | 653 |
|
|
2024
Q4 | $275K | Buy |
+39,700
| New | +$275K | 0.01% | 603 |
|
|
2024
Q3 | – | Sell |
-27,300
| Closed | -$245K | – | 815 |
|
|
2024
Q2 | $245K | Buy |
+27,300
| New | +$245K | 0.01% | 618 |
|
|
2023
Q2 | – | Sell |
-15,300
| Closed | -$94.6K | – | 788 |
|
|
2023
Q1 | $94.6K | Buy |
+15,300
| New | +$94.6K | ﹤0.01% | 683 |
|