Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-52,484
| Closed | -$829K | – | 564 |
|
|
2024
Q4 | $829K | Buy |
52,484
+25,895
| +97% | +$409K | 0.23% | 159 |
|
|
2024
Q3 | $474K | Buy |
+26,589
| New | +$474K | 0.13% | 222 |
|
|
2023
Q2 | – | Sell |
-13,414
| Closed | -$350K | – | 206 |
|
|
2023
Q1 | $350K | Buy |
+13,414
| New | +$350K | 0.12% | 135 |
|