Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Sell |
12,822
-4,466
| -26% | -$48.5K | 0.13% | 48 |
|
|
2025
Q1 | $173K | Sell |
17,288
-57,232
| -77% | -$574K | 0.23% | 50 |
|
|
2024
Q4 | $738K | Buy |
74,520
+28,528
| +62% | +$282K | 0.38% | 28 |
|
|
2024
Q3 | $486K | Buy |
45,992
+529
| +1% | +$5.59K | 0.28% | 31 |
|
|
2024
Q2 | $570K | Sell |
45,463
-613
| -1% | -$7.69K | 0.36% | 27 |
|
|
2024
Q1 | $612K | Buy |
+46,076
| New | +$612K | 0.42% | 26 |
|