Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
+20,322
| New | +$220K | 0.05% | 545 |
|
|
2024
Q4 | – | Sell |
-82,664
| Closed | -$873K | – | 692 |
|
|
2024
Q3 | $873K | Buy |
+82,664
| New | +$873K | 0.21% | 168 |
|
|
2024
Q1 | – | Sell |
-18,908
| Closed | -$230K | – | 624 |
|
|
2023
Q4 | $230K | Buy |
+18,908
| New | +$230K | 0.16% | 280 |
|