Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
+11,765
| New | +$286K | 0.01% | 996 |
|
|
2023
Q2 | – | Sell |
-6,911
| Closed | -$224K | – | 1018 |
|
|
2023
Q1 | $224K | Buy |
+6,911
| New | +$224K | 0.01% | 867 |
|
|
2022
Q2 | – | Sell |
-3,538
| Closed | -$351K | – | 791 |
|
|
2022
Q1 | $351K | Buy |
3,538
+935
| +36% | +$92.8K | 0.02% | 561 |
|
|
2021
Q4 | $372K | Buy |
2,603
+544
| +26% | +$77.7K | 0.03% | 474 |
|
|
2021
Q3 | $260K | Buy |
+2,059
| New | +$260K | 0.03% | 515 |
|