Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Buy |
14,903
+3,361
| +29% | +$150K | ﹤0.01% | 1302 |
|
|
2025
Q1 | $431K | Buy |
11,542
+1,019
| +10% | +$38.1K | ﹤0.01% | 1525 |
|
|
2024
Q4 | $542K | Sell |
10,523
-1,074
| -9% | -$55.3K | ﹤0.01% | 1550 |
|
|
2024
Q3 | $557K | Sell |
11,597
-996
| -8% | -$47.8K | ﹤0.01% | 1412 |
|
|
2024
Q2 | $628K | Sell |
12,593
-12,430
| -50% | -$620K | ﹤0.01% | 1298 |
|
|
2024
Q1 | $1.08M | Buy |
25,023
+847
| +4% | +$36.5K | ﹤0.01% | 1268 |
|
|
2023
Q4 | $1.02M | Sell |
24,176
-6,467
| -21% | -$274K | ﹤0.01% | 1320 |
|
|
2023
Q3 | $1.21M | Buy |
30,643
+7,942
| +35% | +$314K | ﹤0.01% | 1272 |
|
|
2023
Q2 | $964K | Buy |
22,701
+9,392
| +71% | +$399K | ﹤0.01% | 1278 |
|
|
2023
Q1 | $603K | Buy |
13,309
+5,031
| +61% | +$228K | ﹤0.01% | 1336 |
|
|
2022
Q4 | $369K | Buy |
8,278
+3,083
| +59% | +$138K | ﹤0.01% | 1441 |
|
|
2022
Q3 | $230K | Buy |
+5,195
| New | +$230K | ﹤0.01% | 1437 |
|