Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
+55,112
| New | +$525K | 0.08% | 280 |
|
|
2025
Q1 | – | Sell |
-45,061
| Closed | -$430K | – | 602 |
|
|
2024
Q4 | $430K | Sell |
45,061
-175,742
| -80% | -$1.68M | 0.12% | 241 |
|
|
2024
Q3 | $2.23M | Buy |
220,803
+18,539
| +9% | +$187K | 0.59% | 45 |
|
|
2024
Q2 | $1.55M | Buy |
+202,264
| New | +$1.55M | 0.56% | 47 |
|