Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
1,923
+1,344
| +232% | +$254K | 0.08% | 222 |
|
|
2025
Q1 | $136K | Buy |
579
+518
| +849% | +$121K | 0.03% | 395 |
|
|
2024
Q4 | $24K | Sell |
61
-360
| -86% | -$142K | ﹤0.01% | 1070 |
|
|
2024
Q3 | $141K | Buy |
+421
| New | +$141K | 0.04% | 301 |
|
|
2024
Q2 | – | Sell |
-60
| Closed | -$20.9K | – | 2024 |
|
|
2024
Q1 | $20.9K | Buy |
60
+24
| +67% | +$8.36K | ﹤0.01% | 867 |
|
|
2023
Q4 | $10.5K | Buy |
+36
| New | +$10.5K | ﹤0.01% | 1016 |
|
|
2023
Q2 | – | Sell |
-63
| Closed | -$15.3K | – | 1283 |
|
|
2023
Q1 | $15.3K | Buy |
+63
| New | +$15.3K | ﹤0.01% | 660 |
|