Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
12,148
-17,589
| -59% | -$397K | ﹤0.01% | 1540 |
|
|
2025
Q1 | $641K | Sell |
29,737
-5,645
| -16% | -$122K | ﹤0.01% | 1440 |
|
|
2024
Q4 | $1.1M | Buy |
35,382
+23,019
| +186% | +$715K | ﹤0.01% | 1381 |
|
|
2024
Q3 | $314K | Buy |
12,363
+1,580
| +15% | +$40.1K | ﹤0.01% | 1538 |
|
|
2024
Q2 | $419K | Sell |
10,783
-1,803
| -14% | -$70.1K | ﹤0.01% | 1384 |
|
|
2024
Q1 | $595K | Buy |
12,586
+3,531
| +39% | +$167K | ﹤0.01% | 1386 |
|
|
2023
Q4 | $410K | Buy |
9,055
+216
| +2% | +$9.79K | ﹤0.01% | 1464 |
|
|
2023
Q3 | $352K | Buy |
8,839
+16
| +0.2% | +$636 | ﹤0.01% | 1470 |
|
|
2023
Q2 | $457K | Sell |
8,823
-668
| -7% | -$34.6K | ﹤0.01% | 1402 |
|
|
2023
Q1 | $418K | Buy |
+9,491
| New | +$418K | ﹤0.01% | 1395 |
|