Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
49,614
-49,459
| -50% | -$2.08M | 0.01% | 308 |
|
|
2025
Q1 | $4.16M | Sell |
99,073
-8,464
| -8% | -$355K | 0.02% | 284 |
|
|
2024
Q4 | $5.27M | Buy |
107,537
+24,917
| +30% | +$1.22M | 0.03% | 275 |
|
|
2024
Q3 | $5.45M | Sell |
82,620
-6,122
| -7% | -$404K | 0.02% | 269 |
|
|
2024
Q2 | $5.15M | Buy |
88,742
+4,338
| +5% | +$252K | 0.02% | 266 |
|
|
2024
Q1 | $5.4M | Buy |
+84,404
| New | +$5.4M | 0.02% | 288 |
|