Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $887K | Sell |
4,234
-5,600
| -57% | -$1.17M | 0.84% | 28 |
|
|
2025
Q1 | $1.68M | Buy |
9,834
+790
| +9% | +$135K | 2.26% | 14 |
|
|
2024
Q4 | $1.6M | Sell |
9,044
-4,235
| -32% | -$750K | 0.82% | 18 |
|
|
2024
Q3 | $2.02M | Buy |
13,279
+3,645
| +38% | +$554K | 1.15% | 13 |
|
|
2024
Q2 | $1.75M | Sell |
9,634
-425
| -4% | -$77.4K | 1.11% | 13 |
|
|
2024
Q1 | $1.94M | Buy |
+10,059
| New | +$1.94M | 1.34% | 13 |
|