Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Sell |
40,371
-2,672
| -6% | -$48.8K | ﹤0.01% | 936 |
|
|
2025
Q1 | $782K | Buy |
43,043
+17,998
| +72% | +$327K | ﹤0.01% | 896 |
|
|
2024
Q4 | $555K | Buy |
25,045
+10,462
| +72% | +$232K | ﹤0.01% | 1121 |
|
|
2024
Q3 | $349K | Buy |
14,583
+4,370
| +43% | +$105K | ﹤0.01% | 1300 |
|
|
2024
Q2 | $215K | Sell |
10,213
-22,395
| -69% | -$471K | ﹤0.01% | 1452 |
|
|
2024
Q1 | $760K | Buy |
32,608
+21,861
| +203% | +$509K | ﹤0.01% | 972 |
|
|
2023
Q4 | $294K | Buy |
+10,747
| New | +$294K | ﹤0.01% | 1327 |
|