Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Buy |
10,981
+5,566
| +103% | +$399K | ﹤0.01% | 1979 |
|
|
2025
Q1 | $321K | Buy |
5,415
+926
| +21% | +$54.8K | ﹤0.01% | 2564 |
|
|
2024
Q4 | $414K | Buy |
4,489
+2,317
| +107% | +$214K | ﹤0.01% | 2341 |
|
|
2024
Q3 | $225K | Buy |
+2,172
| New | +$225K | ﹤0.01% | 2833 |
|
|
2023
Q4 | – | Sell |
-3,926
| Closed | -$213K | – | 3156 |
|
|
2023
Q3 | $213K | Buy |
+3,926
| New | +$213K | ﹤0.01% | 2448 |
|
|
2022
Q4 | – | Sell |
-5,649
| Closed | -$221K | – | 2820 |
|
|
2022
Q3 | $221K | Buy |
+5,649
| New | +$221K | ﹤0.01% | 1994 |
|