Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
5,229
-589
| -10% | -$152K | 0.02% | 301 |
|
|
2025
Q1 | $1.3M | Hold |
5,818
| – | – | 0.02% | 298 |
|
|
2024
Q4 | $1.33M | Buy |
5,818
+3,357
| +136% | +$768K | 0.02% | 306 |
|
|
2024
Q3 | $601K | Sell |
2,461
-2,013
| -45% | -$491K | 0.01% | 325 |
|
|
2024
Q2 | $856K | Buy |
+4,474
| New | +$856K | 0.04% | 290 |
|