Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
+23,008
| New | +$268K | 0.01% | 1515 |
|
|
2024
Q4 | – | Sell |
-32,079
| Closed | -$503K | – | 2662 |
|
|
2024
Q3 | $503K | Buy |
+32,079
| New | +$503K | 0.04% | 808 |
|
|
2024
Q2 | – | Sell |
-10,609
| Closed | -$212K | – | 2211 |
|
|
2024
Q1 | $212K | Buy |
+10,609
| New | +$212K | 0.03% | 1126 |
|