Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Sell |
15,586
-36
| -0.2% | -$449 | ﹤0.01% | 1614 |
|
|
2025
Q1 | $178K | Sell |
15,622
-5,827
| -27% | -$66.5K | ﹤0.01% | 1686 |
|
|
2024
Q4 | $344K | Buy |
21,449
+6,530
| +44% | +$105K | ﹤0.01% | 1634 |
|
|
2024
Q3 | $227K | Buy |
14,919
+1,384
| +10% | +$21.1K | ﹤0.01% | 1627 |
|
|
2024
Q2 | $243K | Sell |
13,535
-1,067
| -7% | -$19.1K | ﹤0.01% | 1533 |
|
|
2024
Q1 | $278K | Hold |
14,602
| – | – | ﹤0.01% | 1561 |
|
|
2023
Q4 | $278K | Sell |
14,602
-88,604
| -86% | -$1.69M | ﹤0.01% | 1553 |
|
|
2023
Q3 | $1.09M | Buy |
103,206
+95,539
| +1,246% | +$1.01M | ﹤0.01% | 1286 |
|
|
2023
Q2 | $126K | Sell |
7,667
-351,235
| -98% | -$5.79M | ﹤0.01% | 1717 |
|
|
2023
Q1 | $6.59M | Buy |
358,902
+350,428
| +4,135% | +$6.43M | ﹤0.01% | 941 |
|
|
2022
Q4 | $188K | Buy |
8,474
+8,304
| +4,885% | +$185K | ﹤0.01% | 1523 |
|
|
2022
Q3 | $3K | Buy |
+170
| New | +$3K | ﹤0.01% | 1810 |
|