Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Sell |
15,942
-19,547
| -55% | -$222K | ﹤0.01% | 1130 |
|
|
2025
Q1 | $457K | Sell |
35,489
-3,673
| -9% | -$47.3K | 0.01% | 818 |
|
|
2024
Q4 | $663K | Sell |
39,162
-3,302
| -8% | -$55.9K | 0.01% | 710 |
|
|
2024
Q3 | $849K | Buy |
42,464
+1,544
| +4% | +$30.9K | 0.02% | 613 |
|
|
2024
Q2 | $786K | Sell |
40,920
-1,544
| -4% | -$29.6K | 0.02% | 637 |
|
|
2024
Q1 | $849K | Sell |
42,464
-6,027
| -12% | -$120K | 0.02% | 613 |
|
|
2023
Q4 | $976K | Buy |
48,491
+28,989
| +149% | +$583K | 0.03% | 545 |
|
|
2023
Q3 | $226K | Buy |
+19,502
| New | +$226K | 0.01% | 901 |
|