Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Sell |
26,128
-1,787
| -6% | -$27.2K | ﹤0.01% | 2507 |
|
|
2025
Q1 | $340K | Buy |
27,915
+4,585
| +20% | +$55.8K | ﹤0.01% | 2509 |
|
|
2024
Q4 | $363K | Sell |
23,330
-1,670
| -7% | -$26K | ﹤0.01% | 2454 |
|
|
2024
Q3 | $187K | Buy |
25,000
+925
| +4% | +$6.93K | ﹤0.01% | 2954 |
|
|
2024
Q2 | $195K | Buy |
24,075
+3,202
| +15% | +$26K | ﹤0.01% | 2807 |
|
|
2024
Q1 | $137K | Buy |
+20,873
| New | +$137K | ﹤0.01% | 2867 |
|