Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
15,926
-17,989
| -53% | -$521K | 0.11% | 336 |
|
|
2025
Q1 | $959K | Buy |
+33,915
| New | +$959K | 0.29% | 116 |
|
|
2024
Q3 | – | Sell |
-25,105
| Closed | -$480K | – | 861 |
|
|
2024
Q2 | $480K | Sell |
25,105
-36,395
| -59% | -$696K | 0.14% | 291 |
|
|
2024
Q1 | $1.08M | Buy |
+61,500
| New | +$1.08M | 0.28% | 128 |
|
|
2023
Q1 | – | Sell |
-26,928
| Closed | -$496K | – | 585 |
|
|
2022
Q4 | $496K | Buy |
+26,928
| New | +$496K | 0.26% | 167 |
|