Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,549
| Closed | -$844K | – | 533 |
|
|
2024
Q4 | $844K | Buy |
3,549
+1,305
| +58% | +$310K | 0.23% | 156 |
|
|
2024
Q3 | $587K | Sell |
2,244
-7
| -0.3% | -$1.83K | 0.16% | 191 |
|
|
2024
Q2 | $503K | Buy |
+2,251
| New | +$503K | 0.18% | 181 |
|
|
2024
Q1 | – | Sell |
-3,659
| Closed | -$654K | – | 289 |
|
|
2023
Q4 | $654K | Buy |
+3,659
| New | +$654K | 0.23% | 124 |
|