Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
6,831
-9,225
| -57% | -$364K | ﹤0.01% | 1545 |
|
|
2025
Q1 | $591K | Sell |
16,056
-4,269
| -21% | -$157K | ﹤0.01% | 1452 |
|
|
2024
Q4 | $876K | Buy |
20,325
+12,921
| +175% | +$557K | ﹤0.01% | 1432 |
|
|
2024
Q3 | $302K | Buy |
7,404
+539
| +8% | +$22K | ﹤0.01% | 1547 |
|
|
2024
Q2 | $250K | Sell |
6,865
-736
| -10% | -$26.8K | ﹤0.01% | 1523 |
|
|
2024
Q1 | $252K | Buy |
7,601
+1,728
| +29% | +$57.4K | ﹤0.01% | 1591 |
|
|
2023
Q4 | $216K | Buy |
5,873
+73
| +1% | +$2.69K | ﹤0.01% | 1608 |
|
|
2023
Q3 | $172K | Buy |
5,800
+58
| +1% | +$1.72K | ﹤0.01% | 1628 |
|
|
2023
Q2 | $164K | Sell |
5,742
-115
| -2% | -$3.28K | ﹤0.01% | 1652 |
|
|
2023
Q1 | $165K | Buy |
+5,857
| New | +$165K | ﹤0.01% | 1617 |
|