Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,191
| Closed | -$46.6K | – | 3507 |
|
|
2024
Q4 | $46.6K | Sell |
16,191
-20,500
| -56% | -$59K | ﹤0.01% | 3297 |
|
|
2024
Q3 | $128K | Buy |
36,691
+25,262
| +221% | +$88.4K | ﹤0.01% | 3045 |
|
|
2024
Q2 | $37.7K | Sell |
11,429
-7,099
| -38% | -$23.4K | ﹤0.01% | 3077 |
|
|
2024
Q1 | $68.2K | Buy |
18,528
+1,432
| +8% | +$5.27K | ﹤0.01% | 2991 |
|
|
2023
Q4 | $69.1K | Sell |
17,096
-16,688
| -49% | -$67.4K | ﹤0.01% | 2907 |
|
|
2023
Q3 | $134K | Buy |
33,784
+2,516
| +8% | +$10K | ﹤0.01% | 2633 |
|
|
2023
Q2 | $136K | Sell |
31,268
-706
| -2% | -$3.07K | ﹤0.01% | 2574 |
|
|
2023
Q1 | $131K | Buy |
31,974
+4,199
| +15% | +$17.2K | ﹤0.01% | 2518 |
|
|
2022
Q4 | $122K | Sell |
27,775
-5,541
| -17% | -$24.3K | ﹤0.01% | 2474 |
|
|
2022
Q3 | $120K | Buy |
+33,316
| New | +$120K | ﹤0.01% | 2166 |
|