Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Sell |
67,231
-8,338
| -11% | -$73.1K | ﹤0.01% | 1331 |
|
|
2025
Q1 | $637K | Buy |
75,569
+490
| +0.7% | +$4.13K | ﹤0.01% | 1441 |
|
|
2024
Q4 | $646K | Sell |
75,079
-432
| -0.6% | -$3.72K | ﹤0.01% | 1507 |
|
|
2024
Q3 | $642K | Sell |
75,511
-10,054
| -12% | -$85.5K | ﹤0.01% | 1379 |
|
|
2024
Q2 | $708K | Sell |
85,565
-1,241
| -1% | -$10.3K | ﹤0.01% | 1282 |
|
|
2024
Q1 | $674K | Sell |
86,806
-11,606
| -12% | -$90.1K | ﹤0.01% | 1365 |
|
|
2023
Q4 | $769K | Sell |
98,412
-13,094
| -12% | -$102K | ﹤0.01% | 1367 |
|
|
2023
Q3 | $733K | Sell |
111,506
-40
| -0% | -$263 | ﹤0.01% | 1354 |
|
|
2023
Q2 | $973K | Sell |
111,546
-110
| -0.1% | -$959 | ﹤0.01% | 1274 |
|
|
2023
Q1 | $844K | Sell |
111,656
-63,781
| -36% | -$482K | ﹤0.01% | 1277 |
|
|
2022
Q4 | $1.34M | Buy |
175,437
+22,926
| +15% | +$175K | ﹤0.01% | 1261 |
|
|
2022
Q3 | $1.15M | Buy |
152,511
+65,997
| +76% | +$495K | ﹤0.01% | 1222 |
|
|
2022
Q2 | $593K | Sell |
86,514
-16,774
| -16% | -$115K | ﹤0.01% | 1245 |
|
|
2022
Q1 | $720K | Buy |
103,288
+17,936
| +21% | +$125K | ﹤0.01% | 1249 |
|
|
2021
Q4 | $615K | Sell |
85,352
-370
| -0.4% | -$2.67K | ﹤0.01% | 1364 |
|
|
2021
Q3 | $588K | Sell |
85,722
-18,410
| -18% | -$126K | ﹤0.01% | 1327 |
|
|
2021
Q2 | $699K | Buy |
+104,132
| New | +$699K | ﹤0.01% | 1252 |
|