Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
13,767
-45,361
| -77% | -$4.71M | 0.01% | 445 |
|
|
2025
Q1 | $5.57M | Buy |
59,128
+55,924
| +1,745% | +$5.27M | 0.03% | 339 |
|
|
2024
Q4 | $340K | Sell |
3,204
-7,612
| -70% | -$807K | ﹤0.01% | 615 |
|
|
2024
Q3 | $1.02M | Sell |
10,816
-3,148
| -23% | -$296K | 0.01% | 599 |
|
|
2024
Q2 | $1.18M | Buy |
+13,964
| New | +$1.18M | 0.01% | 634 |
|
|
2024
Q1 | – | Sell |
-12,709
| Closed | -$879K | – | 785 |
|
|
2023
Q4 | $879K | Sell |
12,709
-24,669
| -66% | -$1.71M | ﹤0.01% | 653 |
|
|
2023
Q3 | $2.3M | Buy |
+37,378
| New | +$2.3M | 0.01% | 482 |
|