Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
+1,659
| New | +$264K | 0.01% | 1526 |
|
|
2024
Q3 | – | Sell |
-7,810
| Closed | -$968K | – | 2498 |
|
|
2024
Q2 | $968K | Buy |
+7,810
| New | +$968K | 0.08% | 369 |
|
|
2023
Q3 | – | Sell |
-4,311
| Closed | -$366K | – | 1931 |
|
|
2023
Q2 | $366K | Buy |
+4,311
| New | +$366K | 0.07% | 574 |
|
|
2022
Q4 | – | Sell |
-4,146
| Closed | -$313K | – | 1442 |
|
|
2022
Q3 | $313K | Buy |
+4,146
| New | +$313K | 0.08% | 472 |
|