Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38K | Sell |
34
-2,126
| -98% | -$149K | ﹤0.01% | 1558 |
|
|
2025
Q1 | $148K | Buy |
2,160
+1,824
| +543% | +$125K | 0.03% | 366 |
|
|
2024
Q4 | $24.9K | Sell |
336
-1,795
| -84% | -$133K | ﹤0.01% | 1056 |
|
|
2024
Q3 | $136K | Buy |
2,131
+819
| +62% | +$52.3K | 0.03% | 305 |
|
|
2024
Q2 | $60.9K | Buy |
+1,312
| New | +$60.9K | 0.02% | 534 |
|
|
2024
Q1 | – | Sell |
-461
| Closed | -$26.7K | – | 1907 |
|
|
2023
Q4 | $26.7K | Buy |
+461
| New | +$26.7K | ﹤0.01% | 573 |
|
|
2023
Q3 | – | Sell |
-423
| Closed | -$21.3K | – | 1360 |
|
|
2023
Q2 | $21.3K | Buy |
+423
| New | +$21.3K | 0.01% | 523 |
|