Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-73,674
| Closed | -$261K | – | 336 |
|
|
2024
Q4 | $261K | Buy |
+73,674
| New | +$261K | 0.08% | 145 |
|
|
2024
Q2 | – | Sell |
-275,776
| Closed | -$793K | – | 390 |
|
|
2024
Q1 | $793K | Buy |
275,776
+179,160
| +185% | +$515K | 0.07% | 113 |
|
|
2023
Q4 | $269K | Buy |
+96,616
| New | +$269K | 0.02% | 184 |
|