Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
33,356
-956
| -3% | -$8.46K | ﹤0.01% | 2739 |
|
|
2025
Q1 | $358K | Buy |
34,312
+5,168
| +18% | +$54K | ﹤0.01% | 2476 |
|
|
2024
Q4 | $231K | Buy |
29,144
+16,263
| +126% | +$129K | ﹤0.01% | 2879 |
|
|
2024
Q3 | $115K | Buy |
+12,881
| New | +$115K | ﹤0.01% | 3060 |
|
|
2024
Q2 | – | Sell |
-12,211
| Closed | -$145K | – | 3206 |
|
|
2024
Q1 | $145K | Sell |
12,211
-1,125
| -8% | -$13.3K | ﹤0.01% | 2854 |
|
|
2023
Q4 | $159K | Sell |
13,336
-10,322
| -44% | -$123K | ﹤0.01% | 2752 |
|
|
2023
Q3 | $274K | Buy |
+23,658
| New | +$274K | ﹤0.01% | 2234 |
|
|
2023
Q1 | – | Sell |
-13,706
| Closed | -$144K | – | 2815 |
|
|
2022
Q4 | $144K | Buy |
+13,706
| New | +$144K | ﹤0.01% | 2435 |
|