Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Sell |
8,533
-13,564
| -61% | -$701K | ﹤0.01% | 1410 |
|
|
2025
Q1 | $944K | Sell |
22,097
-4,070
| -16% | -$174K | ﹤0.01% | 1339 |
|
|
2024
Q4 | $1.25M | Buy |
26,167
+17,631
| +207% | +$843K | ﹤0.01% | 1348 |
|
|
2024
Q3 | $450K | Buy |
8,536
+1,045
| +14% | +$55.1K | ﹤0.01% | 1455 |
|
|
2024
Q2 | $336K | Sell |
7,491
-1,255
| -14% | -$56.3K | ﹤0.01% | 1438 |
|
|
2024
Q1 | $361K | Buy |
8,746
+2,391
| +38% | +$98.7K | ﹤0.01% | 1497 |
|
|
2023
Q4 | $257K | Buy |
6,355
+332
| +6% | +$13.4K | ﹤0.01% | 1571 |
|
|
2023
Q3 | $214K | Sell |
6,023
-155
| -3% | -$5.5K | ﹤0.01% | 1578 |
|
|
2023
Q2 | $177K | Buy |
6,178
+231
| +4% | +$6.61K | ﹤0.01% | 1627 |
|
|
2023
Q1 | $158K | Buy |
+5,947
| New | +$158K | ﹤0.01% | 1630 |
|