Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.08M | Sell |
4,083
-3,280
| -45% | -$869K | 0.15% | 118 |
|
|
2024
Q4 | $2.38M | Buy |
7,363
+551
| +8% | +$178K | 0.29% | 67 |
|
|
2024
Q3 | $889K | Buy |
6,812
+1,284
| +23% | +$168K | 0.11% | 120 |
|
|
2024
Q2 | $469K | Buy |
5,528
+2,254
| +69% | +$191K | 0.05% | 174 |
|
|
2024
Q1 | $226K | Buy |
+3,274
| New | +$226K | 0.03% | 215 |
|