Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
35,440
+20,667
| +140% | +$143K | ﹤0.01% | 3415 |
|
|
2025
Q1 | $87K | Sell |
14,773
-17,350
| -54% | -$102K | ﹤0.01% | 3738 |
|
|
2024
Q4 | $219K | Buy |
32,123
+5,742
| +22% | +$39.1K | ﹤0.01% | 3471 |
|
|
2024
Q3 | $166K | Buy |
26,381
+20,913
| +382% | +$132K | ﹤0.01% | 3569 |
|
|
2024
Q2 | $34K | Buy |
+5,468
| New | +$34K | ﹤0.01% | 3797 |
|