Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,173
| Closed | -$2.09M | – | 335 |
|
|
2024
Q4 | $2.09M | Sell |
15,173
-92
| -0.6% | -$12.7K | 0.25% | 73 |
|
|
2024
Q3 | $1.81M | Sell |
15,265
-352
| -2% | -$41.7K | 0.22% | 76 |
|
|
2024
Q2 | $1.36M | Buy |
15,617
+265
| +2% | +$23.1K | 0.15% | 88 |
|
|
2024
Q1 | $1.1M | Buy |
+15,352
| New | +$1.1M | 0.13% | 92 |
|