Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
13,615
+5,809
| +74% | +$853K | 0.29% | 106 |
|
|
2025
Q1 | $1.23M | Sell |
7,806
-1,482
| -16% | -$233K | 0.23% | 133 |
|
|
2024
Q4 | $1.63M | Buy |
+9,288
| New | +$1.63M | 0.45% | 65 |
|
|
2024
Q3 | – | Sell |
-1,673
| Closed | -$296K | – | 449 |
|
|
2024
Q2 | $296K | Buy |
+1,673
| New | +$296K | 0.11% | 242 |
|