Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Sell |
7,907
-381
| -5% | -$28.7K | ﹤0.01% | 1329 |
|
|
2025
Q1 | $642K | Sell |
8,288
-226
| -3% | -$17.5K | ﹤0.01% | 1439 |
|
|
2024
Q4 | $1.02M | Sell |
8,514
-2,740
| -24% | -$329K | ﹤0.01% | 1397 |
|
|
2024
Q3 | $1.23M | Buy |
11,254
+1,353
| +14% | +$148K | ﹤0.01% | 1247 |
|
|
2024
Q2 | $852K | Sell |
9,901
-14,775
| -60% | -$1.27M | ﹤0.01% | 1238 |
|
|
2024
Q1 | $2.1M | Buy |
24,676
+2,516
| +11% | +$214K | ﹤0.01% | 1146 |
|
|
2023
Q4 | $1.61M | Sell |
22,160
-1,686
| -7% | -$123K | ﹤0.01% | 1250 |
|
|
2023
Q3 | $1.34M | Buy |
23,846
+1,044
| +5% | +$58.6K | ﹤0.01% | 1255 |
|
|
2023
Q2 | $1.46M | Buy |
22,802
+590
| +3% | +$37.7K | ﹤0.01% | 1219 |
|
|
2023
Q1 | $1.37M | Buy |
22,212
+9,745
| +78% | +$603K | ﹤0.01% | 1217 |
|
|
2022
Q4 | $631K | Buy |
12,467
+6,420
| +106% | +$325K | ﹤0.01% | 1364 |
|
|
2022
Q3 | $227K | Buy |
+6,047
| New | +$227K | ﹤0.01% | 1440 |
|