Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
7,608
+1,031
| +16% | +$29.8K | 0.09% | 137 |
|
|
2025
Q1 | $186K | Sell |
6,577
-442
| -6% | -$12.5K | 0.08% | 148 |
|
|
2024
Q4 | $160K | Sell |
7,019
-1,616
| -19% | -$36.8K | 0.06% | 164 |
|
|
2024
Q3 | $190K | Buy |
8,635
+1,983
| +30% | +$43.6K | 0.08% | 156 |
|
|
2024
Q2 | $126K | Buy |
6,652
+1,554
| +30% | +$29.5K | 0.06% | 177 |
|
|
2024
Q1 | $85.5K | Hold |
5,098
| – | – | 0.04% | 199 |
|
|
2023
Q4 | $85.5K | Buy |
+5,098
| New | +$85.5K | 0.04% | 199 |
|