Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
74,253
+53,741
| +262% | +$254K | ﹤0.01% | 2601 |
|
|
2025
Q1 | $113K | Buy |
+20,512
| New | +$113K | ﹤0.01% | 3163 |
|
|
2024
Q4 | – | Sell |
-39,372
| Closed | -$250K | – | 3488 |
|
|
2024
Q3 | $250K | Buy |
39,372
+1,379
| +4% | +$8.77K | ﹤0.01% | 2734 |
|
|
2024
Q2 | $237K | Buy |
37,993
+1,333
| +4% | +$8.33K | ﹤0.01% | 2642 |
|
|
2024
Q1 | $284K | Buy |
36,660
+23,837
| +186% | +$184K | ﹤0.01% | 2482 |
|
|
2023
Q4 | $93.4K | Buy |
+12,823
| New | +$93.4K | ﹤0.01% | 2862 |
|
|
2023
Q2 | – | Sell |
-12,414
| Closed | -$95K | – | 2915 |
|
|
2023
Q1 | $95K | Buy |
+12,414
| New | +$95K | ﹤0.01% | 2584 |
|