Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
4,812
-7,207
| -60% | -$722K | ﹤0.01% | 1384 |
|
|
2025
Q1 | $973K | Sell |
12,019
-2,901
| -19% | -$235K | ﹤0.01% | 1331 |
|
|
2024
Q4 | $1.24M | Buy |
14,920
+9,671
| +184% | +$804K | ﹤0.01% | 1353 |
|
|
2024
Q3 | $423K | Buy |
5,249
+800
| +18% | +$64.5K | ﹤0.01% | 1472 |
|
|
2024
Q2 | $341K | Buy |
4,449
+52
| +1% | +$3.99K | ﹤0.01% | 1433 |
|
|
2024
Q1 | $332K | Buy |
4,397
+1,206
| +38% | +$91K | ﹤0.01% | 1520 |
|
|
2023
Q4 | $182K | Hold |
3,191
| – | – | ﹤0.01% | 1651 |
|
|
2023
Q3 | $150K | Sell |
3,191
-5
| -0.2% | -$235 | ﹤0.01% | 1662 |
|
|
2023
Q2 | $138K | Sell |
3,196
-187
| -6% | -$8.1K | ﹤0.01% | 1696 |
|
|
2023
Q1 | $131K | Buy |
+3,383
| New | +$131K | ﹤0.01% | 1680 |
|