Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,835
| Closed | -$47.9K | – | 3490 |
|
|
2024
Q4 | $47.9K | Buy |
+11,835
| New | +$47.9K | ﹤0.01% | 3294 |
|
|
2024
Q2 | – | Sell |
-51,201
| Closed | -$129K | – | 3210 |
|
|
2024
Q1 | $129K | Buy |
51,201
+39,165
| +325% | +$98.3K | ﹤0.01% | 2878 |
|
|
2023
Q4 | $43.1K | Sell |
12,036
-10,375
| -46% | -$37.1K | ﹤0.01% | 2950 |
|
|
2023
Q3 | $75.7K | Buy |
22,411
+9,055
| +68% | +$30.6K | ﹤0.01% | 2718 |
|
|
2023
Q2 | $53.7K | Sell |
13,356
-4,291
| -24% | -$17.2K | ﹤0.01% | 2709 |
|
|
2023
Q1 | $137K | Sell |
17,647
-715
| -4% | -$5.55K | ﹤0.01% | 2507 |
|
|
2022
Q4 | $82K | Buy |
+18,362
| New | +$82K | ﹤0.01% | 2552 |
|