Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
+58,590
| New | +$716K | ﹤0.01% | 2052 |
|
|
2025
Q1 | – | Sell |
-23,298
| Closed | -$540K | – | 3459 |
|
|
2024
Q4 | $540K | Buy |
23,298
+9,471
| +68% | +$219K | ﹤0.01% | 2137 |
|
|
2024
Q3 | $457K | Buy |
13,827
+1,762
| +15% | +$58.2K | ﹤0.01% | 2210 |
|
|
2024
Q2 | $405K | Buy |
12,065
+869
| +8% | +$29.2K | ﹤0.01% | 2213 |
|
|
2024
Q1 | $459K | Buy |
11,196
+4,064
| +57% | +$167K | ﹤0.01% | 2093 |
|
|
2023
Q4 | $219K | Sell |
7,132
-39
| -0.5% | -$1.2K | ﹤0.01% | 2617 |
|
|
2023
Q3 | $206K | Buy |
+7,171
| New | +$206K | ﹤0.01% | 2480 |
|