Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Buy |
32,581
+2,657
| +9% | +$74.8K | ﹤0.01% | 1205 |
|
|
2025
Q1 | $980K | Sell |
29,924
-202
| -0.7% | -$6.61K | ﹤0.01% | 1328 |
|
|
2024
Q4 | $1.33M | Sell |
30,126
-1,452
| -5% | -$64.1K | ﹤0.01% | 1331 |
|
|
2024
Q3 | $946K | Sell |
31,578
-1,735
| -5% | -$52K | ﹤0.01% | 1296 |
|
|
2024
Q2 | $1.32M | Buy |
33,313
+4,305
| +15% | +$170K | ﹤0.01% | 1171 |
|
|
2024
Q1 | $1.14M | Sell |
29,008
-25
| -0.1% | -$981 | ﹤0.01% | 1257 |
|
|
2023
Q4 | $1.45M | Sell |
29,033
-3,027
| -9% | -$151K | ﹤0.01% | 1269 |
|
|
2023
Q3 | $1.46M | Buy |
32,060
+11,034
| +52% | +$503K | ﹤0.01% | 1242 |
|
|
2023
Q2 | $916K | Buy |
21,026
+15,133
| +257% | +$659K | ﹤0.01% | 1284 |
|
|
2023
Q1 | $204K | Sell |
5,893
-473
| -7% | -$16.4K | ﹤0.01% | 1561 |
|
|
2022
Q4 | $179K | Buy |
+6,366
| New | +$179K | ﹤0.01% | 1528 |
|