Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Sell |
9,732
-6,138
| -39% | -$124K | 0.12% | 194 |
|
|
2025
Q1 | $218K | Buy |
15,870
+8,934
| +129% | +$123K | 0.15% | 132 |
|
|
2024
Q4 | $82K | Sell |
6,936
-1,407
| -17% | -$16.6K | 0.05% | 636 |
|
|
2024
Q3 | $150K | Buy |
8,343
+981
| +13% | +$17.6K | 0.09% | 306 |
|
|
2024
Q2 | $130K | Buy |
7,362
+4,562
| +163% | +$80.6K | 0.08% | 348 |
|
|
2024
Q1 | $72K | Buy |
2,800
+1,908
| +214% | +$49.1K | 0.05% | 730 |
|
|
2023
Q4 | $23K | Buy |
892
+419
| +89% | +$10.8K | 0.02% | 1149 |
|
|
2023
Q3 | $11K | Buy |
+473
| New | +$11K | 0.01% | 1401 |
|