Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Sell |
3,470
-5,164
| -60% | -$1.04M | ﹤0.01% | 1286 |
|
|
2025
Q1 | $1.29M | Sell |
8,634
-2,193
| -20% | -$327K | ﹤0.01% | 1263 |
|
|
2024
Q4 | $1.78M | Buy |
10,827
+7,134
| +193% | +$1.17M | ﹤0.01% | 1229 |
|
|
2024
Q3 | $593K | Buy |
3,693
+541
| +17% | +$86.8K | ﹤0.01% | 1400 |
|
|
2024
Q2 | $456K | Sell |
3,152
-528
| -14% | -$76.4K | ﹤0.01% | 1368 |
|
|
2024
Q1 | $549K | Buy |
3,680
+968
| +36% | +$144K | ﹤0.01% | 1400 |
|
|
2023
Q4 | $388K | Buy |
2,712
+60
| +2% | +$8.58K | ﹤0.01% | 1477 |
|
|
2023
Q3 | $325K | Hold |
2,652
| – | – | ﹤0.01% | 1485 |
|
|
2023
Q2 | $356K | Sell |
2,652
-296
| -10% | -$39.7K | ﹤0.01% | 1460 |
|
|
2023
Q1 | $288K | Buy |
+2,948
| New | +$288K | ﹤0.01% | 1476 |
|