Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $846K | Buy |
14,872
+7,600
| +105% | +$432K | ﹤0.01% | 1927 |
|
|
2025
Q1 | $336K | Sell |
7,272
-509
| -7% | -$23.5K | ﹤0.01% | 2522 |
|
|
2024
Q4 | $285K | Sell |
7,781
-246
| -3% | -$9.02K | ﹤0.01% | 2671 |
|
|
2024
Q3 | $284K | Buy |
+8,027
| New | +$284K | ﹤0.01% | 2617 |
|
|
2024
Q2 | – | Sell |
-7,827
| Closed | -$209K | – | 3209 |
|
|
2024
Q1 | $209K | Buy |
+7,827
| New | +$209K | ﹤0.01% | 2736 |
|
|
2023
Q4 | – | Sell |
-12,418
| Closed | -$170K | – | 3086 |
|
|
2023
Q3 | $170K | Buy |
+12,418
| New | +$170K | ﹤0.01% | 2564 |
|