Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Sell |
30,562
-22,894
| -43% | -$451K | 0.01% | 756 |
|
|
2025
Q1 | $756K | Buy |
53,456
+28,342
| +113% | +$401K | 0.02% | 662 |
|
|
2024
Q4 | $298K | Buy |
25,114
+7,337
| +41% | +$86.9K | 0.01% | 945 |
|
|
2024
Q3 | $456K | Buy |
17,777
+1,047
| +6% | +$26.9K | 0.01% | 777 |
|
|
2024
Q2 | $294K | Sell |
16,730
-1,047
| -6% | -$18.4K | 0.01% | 916 |
|
|
2024
Q1 | $456K | Buy |
17,777
+4,035
| +29% | +$104K | 0.01% | 776 |
|
|
2023
Q4 | $358K | Buy |
13,742
+2,531
| +23% | +$66K | 0.01% | 831 |
|
|
2023
Q3 | $258K | Buy |
+11,211
| New | +$258K | 0.01% | 853 |
|