Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Sell |
8,662
-3,171
| -27% | -$1.7M | 0.07% | 205 |
|
|
2025
Q1 | $4.37M | Buy |
11,833
+9,207
| +351% | +$3.4M | 0.07% | 202 |
|
|
2024
Q4 | $1.19M | Sell |
2,626
-10,466
| -80% | -$4.75M | 0.02% | 316 |
|
|
2024
Q3 | $5.64M | Buy |
13,092
+10,335
| +375% | +$4.45M | 0.08% | 173 |
|
|
2024
Q2 | $1.01M | Buy |
+2,757
| New | +$1.01M | 0.04% | 220 |
|