Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
7,394
-7,028
| -49% | -$978K | ﹤0.01% | 1189 |
|
|
2025
Q1 | $1.67M | Buy |
14,422
+422
| +3% | +$49K | ﹤0.01% | 1196 |
|
|
2024
Q4 | $2.29M | Buy |
14,000
+9,207
| +192% | +$1.51M | ﹤0.01% | 1158 |
|
|
2024
Q3 | $644K | Buy |
4,793
+485
| +11% | +$65.2K | ﹤0.01% | 1377 |
|
|
2024
Q2 | $449K | Sell |
4,308
-669
| -13% | -$69.7K | ﹤0.01% | 1372 |
|
|
2024
Q1 | $464K | Buy |
4,977
+1,423
| +40% | +$133K | ﹤0.01% | 1449 |
|
|
2023
Q4 | $369K | Buy |
3,554
+32
| +0.9% | +$3.33K | ﹤0.01% | 1489 |
|
|
2023
Q3 | $330K | Sell |
3,522
-926
| -21% | -$86.8K | ﹤0.01% | 1483 |
|
|
2023
Q2 | $437K | Sell |
4,448
-248
| -5% | -$24.3K | ﹤0.01% | 1411 |
|
|
2023
Q1 | $428K | Buy |
+4,696
| New | +$428K | ﹤0.01% | 1388 |
|