Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-55,007
| Closed | -$9.57M | – | 442 |
|
|
2024
Q4 | $9.57M | Buy |
55,007
+22,550
| +69% | +$3.92M | 0.06% | 220 |
|
|
2024
Q3 | $7.34M | Buy |
32,457
+737
| +2% | +$167K | 0.03% | 254 |
|
|
2024
Q2 | $7.11M | Sell |
31,720
-1,592
| -5% | -$357K | 0.03% | 247 |
|
|
2024
Q1 | $8.53M | Buy |
+33,312
| New | +$8.53M | 0.03% | 227 |
|