Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $921K | Sell |
16,234
-2,450
| -13% | -$139K | ﹤0.01% | 1204 |
|
|
2025
Q1 | $692K | Sell |
18,684
-4,673
| -20% | -$173K | ﹤0.01% | 1420 |
|
|
2024
Q4 | $1.52M | Sell |
23,357
-247
| -1% | -$16K | ﹤0.01% | 1287 |
|
|
2024
Q3 | $1.5M | Buy |
23,604
+578
| +3% | +$36.8K | ﹤0.01% | 1208 |
|
|
2024
Q2 | $1.67M | Buy |
23,026
+14,930
| +184% | +$1.08M | ﹤0.01% | 1135 |
|
|
2024
Q1 | $548K | Buy |
8,096
+1,544
| +24% | +$105K | ﹤0.01% | 1401 |
|
|
2023
Q4 | $490K | Buy |
6,552
+422
| +7% | +$31.5K | ﹤0.01% | 1435 |
|
|
2023
Q3 | $475K | Sell |
6,130
-963
| -14% | -$74.7K | ﹤0.01% | 1420 |
|
|
2023
Q2 | $662K | Buy |
7,093
+572
| +9% | +$53.4K | ﹤0.01% | 1338 |
|
|
2023
Q1 | $555K | Buy |
6,521
+6,270
| +2,498% | +$533K | ﹤0.01% | 1357 |
|
|
2022
Q4 | $21.1K | Buy |
+251
| New | +$21.1K | ﹤0.01% | 1785 |
|