Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $386K | Buy |
5,380
+19
| +0.4% | +$1.36K | ﹤0.01% | 1440 |
|
2025
Q1 | $313K | Buy |
5,361
+4,123
| +333% | +$241K | ﹤0.01% | 1589 |
|
2024
Q4 | $94K | Sell |
1,238
-334
| -21% | -$25.4K | ﹤0.01% | 1802 |
|
2024
Q3 | $155K | Hold |
1,572
| – | – | ﹤0.01% | 1707 |
|
2024
Q2 | $115K | Sell |
1,572
-3,208
| -67% | -$236K | ﹤0.01% | 1683 |
|
2024
Q1 | $360K | Buy |
4,780
+1,242
| +35% | +$93.5K | ﹤0.01% | 1498 |
|
2023
Q4 | $267K | Buy |
3,538
+130
| +4% | +$9.81K | ﹤0.01% | 1565 |
|
2023
Q3 | $229K | Sell |
3,408
-112
| -3% | -$7.53K | ﹤0.01% | 1560 |
|
2023
Q2 | $197K | Sell |
3,520
-156
| -4% | -$8.74K | ﹤0.01% | 1604 |
|
2023
Q1 | $182K | Buy |
+3,676
| New | +$182K | ﹤0.01% | 1587 |
|