Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
1,026
-3,924
| -79% | -$857K | 0.09% | 108 |
|
|
2025
Q1 | $674K | Sell |
4,950
-9,820
| -66% | -$1.34M | 0.29% | 80 |
|
|
2024
Q4 | $2.13M | Sell |
14,770
-27,668
| -65% | -$3.98M | 0.65% | 54 |
|
|
2024
Q3 | $5.09M | Sell |
42,438
-21,388
| -34% | -$2.56M | 0.93% | 42 |
|
|
2024
Q2 | $6.94M | Buy |
63,826
+51,196
| +405% | +$5.57M | 1.09% | 35 |
|
|
2024
Q1 | $1.69M | Buy |
+12,630
| New | +$1.69M | 0.15% | 84 |
|