Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Hold |
28,731
| – | – | 0.01% | 298 |
|
|
2025
Q1 | $2.49M | Hold |
28,731
| – | – | 0.01% | 305 |
|
|
2024
Q4 | $2.67M | Sell |
28,731
-1,983
| -6% | -$184K | 0.02% | 307 |
|
|
2024
Q3 | $280M | Sell |
30,714
-5,896
| -16% | -$53.8M | 1.01% | 15 |
|
|
2024
Q2 | $273M | Buy |
+36,610
| New | +$273M | 1.08% | 13 |
|