Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Hold |
13,859
| – | – | 0.44% | 70 |
|
|
2025
Q1 | $1.89M | Sell |
13,859
-776
| -5% | -$106K | 0.36% | 73 |
|
|
2024
Q4 | $2.11M | Sell |
14,635
-21,996
| -60% | -$3.17M | 0.58% | 44 |
|
|
2024
Q3 | $4.39M | Buy |
36,631
+19,228
| +110% | +$2.3M | 1.17% | 8 |
|
|
2024
Q2 | $1.89M | Buy |
+17,403
| New | +$1.89M | 0.69% | 34 |
|