Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Sell |
6,240
-5,299
| -46% | -$486K | 0.13% | 282 |
|
|
2025
Q1 | $1.06M | Sell |
11,539
-16,604
| -59% | -$1.53M | 0.32% | 91 |
|
|
2024
Q4 | $2.38M | Buy |
28,143
+18,753
| +200% | +$1.59M | 0.53% | 6 |
|
|
2024
Q3 | $742K | Buy |
9,390
+5,883
| +168% | +$465K | 0.18% | 221 |
|
|
2024
Q2 | $262K | Buy |
+3,507
| New | +$262K | 0.07% | 444 |
|
|
2023
Q1 | – | Sell |
-5,989
| Closed | -$349K | – | 517 |
|
|
2022
Q4 | $349K | Buy |
+5,989
| New | +$349K | 0.18% | 239 |
|