Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
6,772
-748
| -10% | -$217K | 1.58% | 19 |
|
|
2025
Q1 | $2.27M | Sell |
7,520
-13,228
| -64% | -$3.99M | 1.97% | 19 |
|
|
2024
Q4 | $5.73M | Sell |
20,748
-1,803
| -8% | -$498K | 4.76% | 9 |
|
|
2024
Q3 | $6.5M | Buy |
22,551
+4,216
| +23% | +$1.22M | 4.91% | 10 |
|
|
2024
Q2 | $4.68M | Buy |
+18,335
| New | +$4.68M | 3.61% | 13 |
|