Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Sell |
16,885
-8,415
| -33% | -$457K | ﹤0.01% | 1206 |
|
|
2025
Q1 | $1.47M | Sell |
25,300
-3,096
| -11% | -$179K | ﹤0.01% | 1232 |
|
|
2024
Q4 | $1.95M | Buy |
28,396
+9,303
| +49% | +$640K | ﹤0.01% | 1196 |
|
|
2024
Q3 | $1.23M | Sell |
19,093
-454
| -2% | -$29.1K | ﹤0.01% | 1248 |
|
|
2024
Q2 | $1.32M | Sell |
19,547
-133
| -0.7% | -$8.98K | ﹤0.01% | 1170 |
|
|
2024
Q1 | $1.4M | Buy |
19,680
+1,428
| +8% | +$102K | ﹤0.01% | 1228 |
|
|
2023
Q4 | $2.05M | Sell |
18,252
-7,078
| -28% | -$795K | ﹤0.01% | 1195 |
|
|
2023
Q3 | $2.37M | Buy |
25,330
+7,281
| +40% | +$680K | ﹤0.01% | 1138 |
|
|
2023
Q2 | $2.42M | Buy |
18,049
+11,080
| +159% | +$1.49M | ﹤0.01% | 1126 |
|
|
2023
Q1 | $736K | Buy |
6,969
+4,155
| +148% | +$439K | ﹤0.01% | 1295 |
|
|
2022
Q4 | $267K | Sell |
2,814
-23
| -0.8% | -$2.19K | ﹤0.01% | 1478 |
|
|
2022
Q3 | $239K | Buy |
+2,837
| New | +$239K | ﹤0.01% | 1432 |
|