Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.18M | Buy |
75,483
+1,031
| +1% | +$16.1K | ﹤0.01% | 1170 |
|
2025
Q1 | $835K | Sell |
74,452
-20,850
| -22% | -$234K | ﹤0.01% | 1371 |
|
2024
Q4 | $996K | Buy |
95,302
+64,844
| +213% | +$678K | ﹤0.01% | 1402 |
|
2024
Q3 | $397K | Buy |
30,458
+3,834
| +14% | +$50K | ﹤0.01% | 1486 |
|
2024
Q2 | $280K | Sell |
26,624
-8,056
| -23% | -$84.6K | ﹤0.01% | 1490 |
|
2024
Q1 | $535K | Buy |
34,680
+8,502
| +32% | +$131K | ﹤0.01% | 1407 |
|
2023
Q4 | $407K | Buy |
26,178
+4,630
| +21% | +$71.9K | ﹤0.01% | 1466 |
|
2023
Q3 | $333K | Buy |
21,548
+74
| +0.3% | +$1.15K | ﹤0.01% | 1479 |
|
2023
Q2 | $470K | Buy |
21,474
+20,335
| +1,785% | +$446K | ﹤0.01% | 1399 |
|
2023
Q1 | $25.7K | Hold |
1,139
| – | – | ﹤0.01% | 1944 |
|
2022
Q4 | $21.6K | Buy |
+1,139
| New | +$21.6K | ﹤0.01% | 1783 |
|