Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.5K | Sell |
51,273
-64,867
| -56% | -$57.6K | ﹤0.01% | 3360 |
|
|
2025
Q1 | $60.5K | Buy |
116,140
+32,209
| +38% | +$16.8K | ﹤0.01% | 3275 |
|
|
2024
Q4 | $184K | Buy |
83,931
+45,303
| +117% | +$99.2K | ﹤0.01% | 3032 |
|
|
2024
Q3 | $24.7K | Buy |
+38,628
| New | +$24.7K | ﹤0.01% | 3236 |
|
|
2024
Q2 | – | Sell |
-20,598
| Closed | -$34.6K | – | 3272 |
|
|
2024
Q1 | $34.6K | Buy |
20,598
+2,489
| +14% | +$4.18K | ﹤0.01% | 3061 |
|
|
2023
Q4 | $33.1K | Buy |
18,109
+7,390
| +69% | +$13.5K | ﹤0.01% | 2973 |
|
|
2023
Q3 | $24.3K | Buy |
+10,719
| New | +$24.3K | ﹤0.01% | 2833 |
|