Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823K | Sell |
49,391
-44,528
| -47% | -$742K | ﹤0.01% | 2428 |
|
|
2025
Q1 | $1.55M | Buy |
93,919
+42,137
| +81% | +$694K | ﹤0.01% | 2113 |
|
|
2024
Q4 | $1.01M | Hold |
51,782
| – | – | ﹤0.01% | 2362 |
|
|
2024
Q3 | $1.77M | Sell |
51,782
-1,439
| -3% | -$49.2K | ﹤0.01% | 2098 |
|
|
2024
Q2 | $2.06M | Buy |
+53,221
| New | +$2.06M | ﹤0.01% | 1978 |
|