Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
153,313
-10,791
| -7% | -$124K | ﹤0.01% | 589 |
|
|
2025
Q1 | $1.46M | Buy |
164,104
+45,994
| +39% | +$410K | ﹤0.01% | 601 |
|
|
2024
Q4 | $1.24M | Sell |
118,110
-94,315
| -44% | -$990K | ﹤0.01% | 618 |
|
|
2024
Q3 | $2.12M | Sell |
212,425
-6,888
| -3% | -$68.8K | ﹤0.01% | 546 |
|
|
2024
Q2 | $2.17M | Buy |
219,313
+123,173
| +128% | +$1.22M | ﹤0.01% | 544 |
|
|
2024
Q1 | $884K | Buy |
+96,140
| New | +$884K | ﹤0.01% | 677 |
|