Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
33,447
-4,204
| -11% | -$322K | 1% | 41 |
|
|
2025
Q1 | $2.5M | Buy |
37,651
+3,240
| +9% | +$215K | 1.07% | 33 |
|
|
2024
Q4 | $2.2M | Buy |
34,411
+729
| +2% | +$46.5K | 0.67% | 51 |
|
|
2024
Q3 | $2.11M | Buy |
33,682
+6,790
| +25% | +$425K | 0.38% | 65 |
|
|
2024
Q2 | $1.73M | Sell |
26,892
-24,580
| -48% | -$1.58M | 0.27% | 72 |
|
|
2024
Q1 | $2.88M | Buy |
51,472
+41,052
| +394% | +$2.3M | 0.26% | 69 |
|
|
2023
Q4 | $699K | Buy |
+10,420
| New | +$699K | 0.06% | 109 |
|