Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Sell |
14,732
-27,229
| -65% | -$239K | ﹤0.01% | 1641 |
|
|
2025
Q1 | $267K | Sell |
41,961
-16,317
| -28% | -$104K | ﹤0.01% | 1620 |
|
|
2024
Q4 | $491K | Buy |
58,278
+42,194
| +262% | +$356K | ﹤0.01% | 1568 |
|
|
2024
Q3 | $162K | Buy |
16,084
+2,026
| +14% | +$20.4K | ﹤0.01% | 1692 |
|
|
2024
Q2 | $122K | Sell |
14,058
-1,613
| -10% | -$14K | ﹤0.01% | 1676 |
|
|
2024
Q1 | $125K | Buy |
15,671
+4,077
| +35% | +$32.6K | ﹤0.01% | 1724 |
|
|
2023
Q4 | $102K | Buy |
11,594
+833
| +8% | +$7.31K | ﹤0.01% | 1770 |
|
|
2023
Q3 | $73.3K | Hold |
10,761
| – | – | ﹤0.01% | 1802 |
|
|
2023
Q2 | $107K | Sell |
10,761
-1,198
| -10% | -$11.9K | ﹤0.01% | 1751 |
|
|
2023
Q1 | $76.1K | Buy |
+11,959
| New | +$76.1K | ﹤0.01% | 1808 |
|