Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Buy |
56,654
+23,211
| +69% | +$166K | ﹤0.01% | 1429 |
|
|
2025
Q1 | $127K | Sell |
33,443
-5,523
| -14% | -$21K | ﹤0.01% | 1722 |
|
|
2024
Q4 | $155K | Sell |
38,966
-8,269
| -18% | -$32.8K | ﹤0.01% | 1746 |
|
|
2024
Q3 | $156K | Sell |
47,235
-1,543
| -3% | -$5.11K | ﹤0.01% | 1703 |
|
|
2024
Q2 | $171K | Sell |
48,778
-39,940
| -45% | -$140K | ﹤0.01% | 1601 |
|
|
2024
Q1 | $531K | Sell |
88,718
-10,246
| -10% | -$61.4K | ﹤0.01% | 1410 |
|
|
2023
Q4 | $947K | Sell |
98,964
-66,077
| -40% | -$632K | ﹤0.01% | 1338 |
|
|
2023
Q3 | $1.82M | Buy |
165,041
+4,630
| +3% | +$51K | ﹤0.01% | 1200 |
|
|
2023
Q2 | $2.96M | Sell |
160,411
-125,550
| -44% | -$2.32M | ﹤0.01% | 1082 |
|
|
2023
Q1 | $4.31M | Buy |
285,961
+15,381
| +6% | +$232K | ﹤0.01% | 1020 |
|
|
2022
Q4 | $4.54M | Sell |
270,580
-72,290
| -21% | -$1.21M | ﹤0.01% | 1024 |
|
|
2022
Q3 | $5.77M | Buy |
+342,870
| New | +$5.77M | ﹤0.01% | 948 |
|