Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
3,709
-4,924
| -57% | -$290K | ﹤0.01% | 1590 |
|
|
2025
Q1 | $431K | Sell |
8,633
-3,000
| -26% | -$150K | ﹤0.01% | 1526 |
|
|
2024
Q4 | $720K | Buy |
11,633
+7,712
| +197% | +$478K | ﹤0.01% | 1483 |
|
|
2024
Q3 | $291K | Buy |
3,921
+520
| +15% | +$38.6K | ﹤0.01% | 1561 |
|
|
2024
Q2 | $282K | Sell |
3,401
-983
| -22% | -$81.6K | ﹤0.01% | 1487 |
|
|
2024
Q1 | $360K | Buy |
4,384
+1,228
| +39% | +$101K | ﹤0.01% | 1499 |
|
|
2023
Q4 | $281K | Buy |
3,156
+289
| +10% | +$25.7K | ﹤0.01% | 1551 |
|
|
2023
Q3 | $183K | Buy |
2,867
+40
| +1% | +$2.55K | ﹤0.01% | 1613 |
|
|
2023
Q2 | $270K | Sell |
2,827
-205
| -7% | -$19.6K | ﹤0.01% | 1521 |
|
|
2023
Q1 | $307K | Buy |
+3,032
| New | +$307K | ﹤0.01% | 1459 |
|
|
2022
Q1 | – | Sell |
-2,352
| Closed | -$288K | – | 1694 |
|
|
2021
Q4 | $288K | Hold |
2,352
| – | – | ﹤0.01% | 1451 |
|
|
2021
Q3 | $266K | Hold |
2,352
| – | – | ﹤0.01% | 1390 |
|
|
2021
Q2 | $283K | Buy |
+2,352
| New | +$283K | ﹤0.01% | 1324 |
|